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Let’s be very honest: Opening a bank account isn’t a fun game. Banks will ask you things even your prospective spouse won’t ask. Indian banks have many verification processes, such as KYC, HKYC, FKYC, and so on, which may take a few minutes to a few days to complete. At Jupiter, we wanted to reimagine the onboarding journey to make it shorter and more fun.
This created the opportunity: HMW make the account opening journey (onboarding) for Jupiter easy to understand, frictionless, and fun?
My Role
I joined the team before Jupiter was live and was responsible for the end-to-end onboarding and payment experiences. I worked closely with the Product and Compliance teams to craft a trustworthy and straightforward banking journey.
Team
1 Product Designer, 1 Motion Designer, 1 Graphics Designer, 1 Product Manager, and 5 Developers.
Timeline
May - Jun 2021. Launched in July 2021.
To make the account opening journey easy, fun, and frictionless, I:
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Understood all the RBI guidelines for EKYC.
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Refactored the existing onboarding journey to fit the compliance needs.
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Worked closely with the Banking Product Manager to understand the failure edge cases.
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Collaborated with a UX Writer to define the in-app copy.
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Ideated and shipped the user-invite flow from scratch.
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Onboarded a motion designer to create rich Lottie animations.
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Created a separate design hand-off document to help FE developers.
Introducing Jupiter Onboarding Journey, a guided bank account journey enables users to open a bank account in under 5 minutes. It was achieved by:
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Alluring and intuitive illustrations and UX copy.
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Transparent communication around why users must fill in specific details and how Jupiter and the banking partner will use those details.
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Pre-fill long forms wherever possible based on the available public user data (via Aadhaar and PAN).
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Only asking for the necessary details and skipping optional ones.
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Integrating bank authentication (3rd-party vendors) within the app.
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Improving perceived performance by using contextual animations to mask lengthy background API calls.
🏦
300,000+
Accounts opened
💰
$100,000+
Deposited in accounts
Get in touch to learn more about the process, learnings, and impact. Specific details have been omitted to comply with NDA requirements.
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