Moon Invest
Onboarding Design
Introduction
My Role: UX Design Consultant | Duration: Ongoing | Project Status: Ongoing | Tools: Figma, Photoshop, Canva, illustrator
Executive Summary
As a UX design consultant at Moon, I focused on enhancing the onboarding process for our investment app/platform. We implemented a post-onboarding to-do list for users who skipped certain features, allowing them to efficiently revisit and complete essential tasks at their convenience. To make the onboarding experience engaging and informative, we introduced a Mascot that guided users through the app's functionalities, incorporating gamification elements like multiple screens and a progress bar to reduce cognitive overload and foster a sense of achievement.
Collaborating closely with the engineering team, we refined and implemented the final product, ensuring a smooth transition from design to development. Effective communication and collaboration with the product manager were maintained throughout the project, facilitating alignment between the design, engineering, and product management teams. By prioritizing trust, collaboration, and user-centered design, we successfully delivered a cohesive and well-executed onboarding experience that empowered users with the necessary tools for successful investments.
As a UX designer at Moon, I strategically enhanced the onboarding process, introducing a post-onboarding to-do list and a Mascot for educational purposes. Through close collaboration with the engineering team and effective communication with the product manager, we shipped a user-centric final product that embodied Moon’s commitment to trust and accountability in the investment industry.