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2020

Onboarding experience

Fundtastic

Designed an onboarding flow that walks first-time users into an investment product with clarity, pace, and Lottie-supported moments.

Overview

Fundtastic needed an onboarding flow that could introduce investment concepts to first-time users without overwhelming them. Mutual funds and portfolio choices are dense; the interface had to feel approachable.

Approach

The flow was structured in short, progressive steps with plain-language explanations and visual anchors for each decision point. Empty states and confirmation moments reinforced confidence.

Motion supported the pacing — Lottie moments (built from After Effects, prototyped earlier in Principle) marked progress and made each step feel complete without slowing the path to the first real action.

Outcome

An onboarding experience that reduces drop-off by pacing information and making each step feel achievable — a pattern I reused later on other fintech products.