The client

A leading Indian financial institution committed to delivering innovative banking solutions tailored to our clients’ diverse needs. With a focus on excellence and integrity, we provide comprehensive banking services spanning personal, corporate, and institutional banking sectors. Their mission is to drive financial inclusion, foster economic growth, and empower individuals and businesses to achieve their financial goals with confidence.

The problem

Users struggle to comprehend the entirety of a complex process and their current position within it, leading to confusion and frustration. The lack of clarity hampers their ability to navigate efficiently, hindering their progress and diminishing their overall experience. This issue necessitates a solution that enhances user understanding and provides clear guidance throughout the journey.

The solution

The implementation of a comprehensive onboarding program tailored to the specific needs and preferences of new users, facilitated a seamless onboarding experience. We’ve integrated status tracking features, allowing users to monitor their progress effortlessly. Additionally, users can choose their preferred language for a more personalized interaction. These enhancements ensure user satisfaction, efficient navigation, and accessibility, contributing to a positive user experience.

Our work in action

Reduction in user abandonment rate

Implemented strategies to mitigate the instances where users abandon their interactions with the bank’s digital platforms or services prematurely.

20% new users

We saw a 20% increase in user onboarding after the revamp.

40% reduction in time to value

On comparing the before and after results we found that 40% users reported reduced time to value.

What can we help you with?

    Our Global Presence
    tx, USA
    London, UK
    Gurugram, Bangalore, Mumbai