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Truist onboarding
Mini project showcase
The Truist onboarding workflow redesign aimed to enhance the user experience by integrating new features into the existing flow, making the onboarding process more efficient, engaging, and accessible. This project addressed key pain points identified through user feedback, such as lengthy steps and missed feature activations. By streamlining the process and introducing new elements, we created a more intuitive journey that encourages users to activate key app features, ultimately enabling them to unlock the full potential of Truist’s offerings right from the start.
User journey solution
To simplify the Truist onboarding experience, we incorporated bottom sheets to streamline one-off tasks like enabling the Zelle feature. This approach allowed users to complete specific actions within the bottom sheet without being redirected, ensuring they returned seamlessly to their starting point in the onboarding flow. By also nesting terms and conditions into bottom sheets, we kept essential information accessible without overwhelming users, reducing friction and allowing for a more efficient, focused onboarding experience. This design choice enhanced continuity, minimized interruptions, and maintained users' momentum through the setup process.
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