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New sign up flow prototype

Step 1 User onboarding

​Visually communicate with users about what they can benefit from our service and what differentiates us from our competitors:

  • buy, sell & send gold

  • they get the real ownership of gold

  • gold they buy is securely stored in vaults

01

Visualize financial information to make the concepts more digestible

UX & UI

  • user journey

  • information architecture

  • wireframing

  • creating mock-ups

  • prototyping

Others

  • illustration

  • animation

  • Figma instructions
    for dev team to implement

My role

Product vision

  • conducting research

  • competitive analysis

  • interviews

  • shaping concepts

Mobile app core experience redesign for the digital gold investment platform

Make gold digital, usable, and accessible.

Old sign up experience

What we decided to change to the flow

02

Simplify the flows to make the process more enjoyable 

03

Thoughtful features to make the app more convenient for users

User-testing

For sign up flow

 

We invited 5 new users to let them compare the old flow and the new flow based on prototypes. Here's their feedback:

  • "The new registration has a good between excitement and profession."

  • "the way it looks and interacts now is a lot more friendly than before."

Success metrics

 + 33%

    sign-up rate

 + 45%

    conversion rate

Takeaways

Meet tight deadlines with quality designs

We had 3 months timeline (Sep 2021 - Dec 2021) to complete three core flows redesign. ​As a solo product designer, I applied user-centric design methodology throughout the design process. Also, I provided high-quality deliverables, including comprehensive research data to evaluate design options, complete user flows with clean interfaces to create a seamless experience, innovative interactions, illustrations and animations to create Aha moments for users.

Envision the future

There's always something innovative to design while the Fintech industry adopts blockchain technology, such as visualizing blockchain to our end-users to enhance trust and credibility. 

  • New Design

Step 1 Input gold purchase amount

User journey map of old experience

Up next

Identify opportunities

In order to resolve the main problems above, we decided to redesign a well-thought-out core experience for the mobile app, including the following flows:

Design highlights

  • Old flow

Here were the main issues in the old gold purchase flow:

  • too much information on the purchase page

  • overwhelming breakdown fees on the payment options page

Design solution 2: Purchase flow

  • New flow

To build the sign-up flow with a seamless experience and less form-filling feel, I opted to design it only to ask one question at a time. So the flow turned out to be:

Step 2 Create an account

To create an account, we opted to ask for the country and state upfront for legal compliance, followed by full name and email, and took out birthday, which is less useful in the registration.

Step 3 Verify account 

Step 2 Select payment method

Step 3 Order complete

  • Old experience

The main issues on this page were: 

  • users couldn't see gold holdings history

  • users didn't know that they could view the pictures and certificates of gold bars that they buy

  • there was no way to view gold bars they own

  • users were confused about the name of this page

Design solution 3: Assets page

In the new experience, I improved the following areas:

 

  • display the graph of gold holding history 

  • add a tab of ‘view your gold’ to guide users to see the gold bar they own

  • use a sliding window to make it easier for users to glance at the essential information in each gold bar

Guide users to view actual gold with essential info

  • New Design

Iteration: Address ownership and provenance of gold bar

The second design option further demonstrates the proof of ownership and provenance of the gold bar by giving the users an overview of ownership, allocation history, blockchain technology, and the story of the gold bar, such as how the gold bar is refined certificated secured.

New gold purchase flow prototype

Platform

Mobile

Industry

Fintech, investment

About the company

Gilded digitizes the process of buying, selling, and sending gold bars, enabling more users to enjoy the benefits of gold ownership through blockchain technology.

Project context

The previous mobile app was built one year ago, which didn’t function well and was not user-friendly. So our goal was to focus on redesigning the core user experience (purchase flow, sign-up flow, and assets page) on the mobile app to improve user experience, engagement and trust.

Team: Cristele (CPO), Christina (Product Manager), Vanessa (Product Designer), Predrag (Developer), Saurabh (Developer), Dusan (Developer)

Challenges

Instilling trust in digital finance experience

Making gold digital and accessible is still a relatively new concept to individual investors. It's critical to instill trust throughout the entire user experience.

Design a good experience that follows the rules

There are good reasons that regulatory requirements and laws exist, for example: to control fraud and money laundering. However, it also could lead to creating a more complicated user experience, such as requiring too much information, or being too invasive to users' privacy. Therefore, it's important to have a balance between following the rules and being user-friendly.

Design approach

First, I worked with the PM to try to understand the use cases and user needs by conducting user interviews and secondary research. Next, we identified the main problems and pain points that the users were facing, and came up with potential solutions and prioritize them. I then quickly drew up the wireframes to review and evaluate with the product team. We decided on the best designs, and I developed the prototypes and tested with our existing and potential users to decide on which solution that best solved user needs and is the most user-friendly

Competitive research

I researched the following apps and put them into two categories: direct competition (Onegold) and indirect competition (other fintech companies). The critical functionalities in these apps consist of investing, assets holdings, and assets transfer

Empathize with users

I interviewed four existing users and three potential users who showed interest in our product to better understand our users' pain points, needs, and motivations. They are from 28 - 46 years old have the following shared investing experiences and habits:

  • They have 2+ years of investing experiences

  • They are familiar with using various investment mobile apps, such as Coinbase, Robinhood, Acorns, etc.

I let seven interviewees go through the entire user experience using the original app: sign up, sign in, purchase gold, and view their gold assets. This was to observe and capture their emotions and identify the underlying problems in different steps.

Clarify problems

After mapping out the user journey and synthesizing their feelings and demands, it became clear to us where the problems lie in:

  • too much effort to sign up

  • don't understand what they can do in our app

  • privacy concerns

  • voice and tones too technical for users

Define design principles

As we have our main markets across the US, UAE, India, and other countries in Europe and South Asia, the entire experience should be universal enough to cater to people with different cultural backgrounds. Thus, these are the principles that I defined and applied throughout the design.

The main issues in the old sign up experience were:

  • an overwhelming number of fields and information on one single page

  • required wrong information during sign up

  • lack of account security

  • outdated look and feel

  • Old flow

Design solution 1: Sign up flow

03

Assets page

01

Sign up flow

02

Purchase flow

Design handoff

To ensure that the engineering team would effectively implement the designs, I wrote all the use cases and notes for each iteration. I oversaw all stages of development and did design QA to ensure designs were properly implemented.

In addition, I created design handoff instructions and educational sessions for new coming developers to quickly find design assets and use Figma, which significantly improved our efficiency in collaboration.

For purchase flow and gold holdings experience

 

We shared prototypes of the purchase flow and gold holdings page with them and observed their engagement throughout the process.

  • "It's more clean and seamless!"

  • "I'd love to open my app to see my golds holdings. It makes me more engaged with the product."

Next steps

Dive deeper into displaying blockchain technology to solve credibility and trust challenges

The company is using blockchain technology to secure credible transactions. However, translating the behind-scene technology to users is a challenge for us yet to overcome. I am closely working with the blockchain team to translate the W3C prov diagram into understandable messages for users, which will be implemented in Flutter next quarter.

1. Context Understanding

Convey messages in a clear and unbiased way for users to understand our product and intention.

2. Simplify Navigation

Make the flow intuitive and work seamlessly that appears invisible.

3. Strengthen Trust

Trust can be enhanced based on visual look and feel, the copy, the interactions, and product behavior.

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