Designing an onboarding experience to help users better understand their finances
Golden makes it easy for users to assist their family members in planning their financial futures. Each year, over 10 million seniors are no longer able to manage their own finances, due to diminished capacity. To aid in this, Golden has an application that allows children with elderly parents to manage their parents' finances, including paying bills, signing up for VA benefits, renegotiating mortgage, and paying for assisted living.
We were tasked with re-designing the onboarding experience for the Golden web application. The new experience needed to be simple, informative and designed responsively to be used on mobile screen sizes as well as desktop (the most common screen size for Golden's users).
In reviewing the previous onboarding experience, we first noticed that users were not being informed of how many steps they would need to take in order to complete the signup process. It's important to establish a great user experience from the very first screen, and so we made sure to label the step and provide context for how many steps remained in the process.
From there, we designed a UI that was friendly and inviting. The previous application had used browser defaults for input fields, as well as default checkboxes, and this felt a bit cold. It didn't have a unique quality to it. We aim to make our products unique and memorable, in order to provide the best user experience possible. We softened the brand's color palette to warm orange and yellow hues to assist in creating a welcoming user experience.
The Piggy Bank
While creating the new onboarding experience, we saw it as the perfect time to create a visual element to improve user experience. Because their would need to be a few screens of mostly text, having an illustration would break up this content nicely. A piggy bank had been used previously in emails to Golden users, and we took the opportunity to update the visual.