BANKING APP ONBOARDING – EXISTING CUSTOMERS (PRIVATE BANK)

ABOUT THE CLIENT

Client is a leading private bank.
Geography: India

APPROACH

Qualitative
Online usability testing via Microsoft Teams
Sample Size - 10

PROBLEM STATEMENT

Improve onboarding for existing customers using the mobile app.
Complexity and inconsistency in onboarding steps caused dissatisfaction and low feature adoption.

OUR SOLUTIONS

Online usability testing.
10 sessions via Microsoft Teams with active app users.
Tested 3 different onboarding methods comparing performance and satisfaction.
Deliverables: Onboarding flow comparison report, feature adoption analysis, UX improvement recommendations.

KEY TAKEAWAYS

Tested flows reduced redundant steps and screen fatigue.
Nudge-based design improved clarity and guidance.
Users more likely to explore features with better onboarding.

OUTCOME

30% reduction in onboarding time.
20% increase in feature adoption.
15-point improvement in Net Promoter Score (NPS).
Impact: 30% faster onboarding; 20% feature adoption increase; 15-point NPS improvement; 10 usability test sessions.
ResearchFox Team
About the Author

ResearchFox Team

ResearchFox Team brings together market researchers, analysts and editors who create evidence-led content on consumer research, B2B research, customer experience and business strategy. The team draws on ResearchFox’s experience supporting brands, startups and enterprises across India, Dubai and international markets.