Problem 01
Complexity makes investing harder to understand.
74% of non-investor households are affected by complexity and lack of accessible information.
GoReach
Reimagine the First Five Minutes.
Your goals first. The paperwork later.
Problem & Solution
Problem 02
Trust and risk shape the first interaction.
73% are affected by risk and return concerns, while 51% are affected by trust and transparency issues.
Solution
Move the first moment of value ahead of the first high-trust ask.
Start with what mattersBegin with the user's problem.
Get useful guidanceHelp users understand their options.
Meet AI + human expertsGive users access to both forms of guidance.
Explain the data askBuild understanding before required verification.
Users
User Flow
Value before verification.
The onboarding moves from goals and guidance to trust, then asks for the information needed to personalise the experience.
Goals → Guidance → Trust → Verification
Wireframing
I used Figma Make to create the first iterations, which I treated like initial wireframes then edited and iterated to shape the final screens. The first designs looked somewhat like this.
Design Language
A consistent visual system.
I created a consistent design system along with icon set for the onboarding experience and refined the visual language so the interface stayed clear and cohesive.
Final UI
The first five minutes, redesigned.
The final experience brings the guided onboarding, Reach AI and human expert support into one clear path before verification.
Prototype