Project

Chipax

SaaS B2B Financial Management Product Designer at Chipax

Role

Product Designer

Category

Fintech SaaS

Company

Chipax.com

Duration

5 weeks

Team

3 years 3 months

Year

2023

Challenge

The existing "Add Bank Account" flow experienced high user drop-off due to its unclear and frustrating nature. This resulted in a 25% surge in support tickets related to bank connectivity, and a low feature adoption rate of only 13%, hindering Chipax's core value proposition.

Solution

I redesigned the bank account integration flow using a modal overlay to provide clear, step-by-step guidance. This solution, informed by user behavior tracking, analysis of over 320 support tickets, and user interviews, was a collaborative effort with Product Management, Marketing, and Data Engineering. The primary goals are to reduce support load and double feature adoption by creating a simple and self-explanatory process.

25% → 12%

Decrease support tickets in one month

13% → 37,6%

Increase feature adoption in one month

Let's talk.
We could work together.

or send me an email ->

cri@cri.works

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