overview
GoReach is a wealth-intelligence product that brings together personalised financial signals, AI guidance, and human expertise to help people understand their financial situation and decide what deserves their attention.
THE PROBLEM
Too much effort was required by users to experience the app's value.
The team wanted users to understand GoReach before asking them to commit to it. Early onboarding involved sign-up, KYC, and important financial information, which could create friction before users had experienced the product. The opportunity was to bring the product value into onboarding itself.
SOLUTION
Making the onboarding interactive from the very beginning
Instead of making onboarding a sequence of forms, GoReach becomes interactive from the start. Users can tell the AI what they want to understand, ask questions about their money, and get relevant answers directly within the onboarding experience.
IMG
New flow that focuses on quick, digestible information and interactions
Research
Researching the Fin-tech landscape and current apps on the market
I researched how people currently manage their investments, how existing wealth platforms approach onboarding, and the different needs within the investor audience. I also looked at how people find financial information and where trust, complexity, and lack of clarity influence their decisions.
insights from research - user trigger moments
EXPLORATION
exploring diffrent direction to solve the problem
IMG
Dashobard inspired
What didn’t work:
The dashboard gave users a clear view of the product, but it also asked the user to understand a lot before understanding why GoReach mattered.
What did work
it felt like a natural fit for a wealth product. the design showed product depth immediately.
IMG
Conversation inspired
What didn’t work:
I was still asking the user to make too many choices before showing them any real value. The different options also started to feel like separate features rather than one connected experience.
What did work
The conversational flow made the experience feel more personal and guided.It gave users a clearer way to explore what GoReach could do for them and It created a natural place for the AI to answer questions and explain financial signals.
conversational approach -- High-fidelity screens
I designed the opening to show users what GoReach can offer before asking them to sign up or share information
AI as a financial companion
Using real financial questions to make the AI feel useful within the experience, rather than adding it as a separate feature.
Human guidance when it matters
I introduced the human expert after the AI to give users a clear path to deeper, more personal guidance
final designs
Bringing the final direction to life with color and visual storytelling.
I introduced brighter colors, 3D visuals, and stronger visual hierarchy to make the onboarding feel less like a traditional financial product and more like an experience users want to explore.
RETROSPECTIVE
A few things that I learned
The team needed a top-notch visuals and designs and gave me a ton of autonomy in designing. As a result, I had two core takeaways for this project:
