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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