How to sell strategy to fintech companies + others using the Onboarding cards
The client company
- Company type: fintech company in Canada
- What they wanted to improve: their user onboarding steps were not optimal and led them to lose potential paying users.
- Our expertise: product strategy and flow optimization, onboarding redesign and optimization, content design, strategic advisory.
Outcome
This is what the fintech company said after receiving our expert recommendations on their user onboarding process: “We presented the observations and suggestions at our team meeting. We’re going to revisit our onboarding journey approach based on what we've learned thus far…Your insights are very valuable…we see the benefit of having an expert opinion.”
For the last virtual meeting with the Chief Product Officer (CPO) and the marketing manager, we came with a presentation and incorporated the digital version of the Onboarding cards to support our recommendations. The prompts in the cards helped us facilitate strategic discussions with this fintech company. We showed that we had experience and strategic insights to provide and left a great impression and still benefit from those relationships to this day.
How to apply this to your client process
- Meet your clients and make sure you take the time to understand what they are working on and where they are experiencing challenges.
- Familiarize yourself with the Onboarding prompt cards. Use them to understand if and where the company’s platform doesn’t have an optimal user onboarding flow.
- Before your next call or meeting with them, pick 1 prompt card from the Onboarding deck to suggest your potential client they need to improve that specific step or aspect.
- Use it as a teaser to showcase your expertise and interest them into learning more about your user experience services, onboarding optimization-included.
-- See the digital Onboarding deck
The founder
Anne-Marie is a design thinker and entrepreneur. She is the founder of Wabala Studio, an experience-as-a-service company. Through product strategy, user experience and founder support, Wabala Studio assists technology-oriented companies to increase product engagement and lifetime value for their users.
Her experience has been in creating deeply human products and services in both the public and private sector. She served for years as a consultant for banking, clean tech, health, art tech and other more.
Her training is in design and social science. She graduated from Concordia University in Montreal with a Bachelor of Fine Arts in Graphic and Industrial Design. In addition, Anne-Marie serves as a board director for Computers for Success Canada (CFSC), a nonprofit that improves digital inclusion in Canada since the 1990s.
What is Wabala Studio
Wabala Studio is a black and female-owned user experience (UX) and product strategy company based in Montreal. We partner with North American clients and use data to guide strategic business outcomes. Our clients range from entreprise companies to venture backed startups. Amongst others, we’ve worked with Siemens, BMO Digital, Are.na, Baxter, the OECD, Nithio Holdings, Spheroid AI, the University of British Columbia (UBC) and the Digital Innovation Office of the government of Alberta. Various industries: fintech, health tech, wellness tech, banking and investment tech as well as on major digital transformation projects with Federal and provincial governments. We have angel & venture funding, incubation and accelerator connections in Canada, the US and Africa.
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See the physical onboarding deck