10 minutes read
Project Context
The old onboarding process presented challenges in customer acquisition, activation, and engagement and existed only in the web view. As part of Payoneer’s global onboarding revamp, the project focused on designing a mobile-native flow to enhance user experience. The goal was to create a fast, intuitive, and seamless entry point for new users, optimizing their first interaction with the platform.
COMPANY
Payoneer
MY ROLE
Lead product designer
TOOLS
Figma, Miro, Illustrator, Maze
SKILLS
Research analysis, UI/UX design, prototyping, usability testing
The primary goals
CX/UX
✅ Optimized mobile growth funnel – A redesigned onboarding flow helps us fully leverage the App Store’s potential, boosting conversions and increasing user engagement.
✅ Seamless document collection – Mobile-first scanning enables high-quality uploads, minimizing errors and speeding up the verification process.
✅ Unified omni-channel experience – Users can begin onboarding on web or mobile and seamlessly continue where they left off, ensuring a smooth and consistent journey.
Design
✅ Aligning with the new design system
✅ Utilizing mobile features like biometric authentication, document scanning, haptic feedback, micro-animations, and Light/Dark mode for a seamless, adaptive experience.
Old design
The Solutions
Fast & Seamless Sign-Up: A Better Start for New Customers
Previously, new customers had to complete a four-step registration on the mobile web. Now, as part of the CLM vision, Quick Registration keeps the entire sign-up journey within the mobile app, delivering a smoother and more intuitive experience.
What’s New?
- Intro screens to introduce Payoneer’s benefits
- Pre-registration to direct users to the right flow (receiver or payer)
- Simplified sign-up with email verification, account type selection, and secure password setup
- Biometric login for fast and secure account access
Smarter Onboarding with Business Segmentation
With Business Segmentation, we’re introducing a more intelligent and adaptive registration process. By understanding key details early—such as payment sources, preferred currencies, and financial needs—we can:
- Provide tailored guidance and relevant recommendations
- Match users with the most suitable onboarding experience—Lite or Premium
- Strengthen sales and marketing efforts with better insights
Simplifying Information & Document Collection
As part of the Onboarding vision, we’ve optimized the info & document flow, allowing customers to submit business details, personal information, and bank account data—all in one smooth experience. Now fully integrated into the mobile app, this process ensures a fast, on-the-go, and native experience.
- Effortless onboarding – Complete everything upfront, reducing delays and extra steps.
- Better document uploads – Mobile scanning ensures high-quality images, minimizing verification issues.
- Seamless cross-platform activation – Start on web or mobile, switch anytime, and complete setup without interruptions.
You’re All Set – Start Transacting Instantly!
With the new onboarding flow, approved customers can begin transacting right away—no extra opt-ins or document submissions needed.
This ensures a faster, frictionless first transaction, boosting engagement and accelerating time-to-value for Payoneer.
- Instant transactions – Send payment requests or request receiving accounts without delays.
- Quick access to Payoneer services – A smooth start with minimal friction.
