SIN screen in onboarding flow
Problem: How can we reduce drop off on this screen? We hypothesized that users were dropping off because:
They didn’t know where to find their SIN number (not everyone has it memorized or their card handy)
For those unfamiliar with Wealthsimple, there was a lack of trust
Goal: To reduce the % of drop offs
Involvement: I was the content designer on this project, collaborating with the UX designer
Process: Competitive analysis > UX jam > Design & copy > Prototype > Alignment with stakeholders
Confirmation modal to unlink an account
Problem: When users unlink an account, any auto-deposits or pending deposits and withdrawals associated with the account will be cancelled as well
Goal: Ensure users know that those set ups will be cancelled
Involvement: I was the content designer in a support capacity through office hours
Process: Competitive analysis > Design & copy
