Optimising Pro Account Opening Funnel

Completing the funnel takes a long time, and users are asked to provide unnecessary information. Having a faster and good-looking funnel could help us decrease the drop rate.

The idea behind the re-design is:

  • Create a flow with as much pre-filled information as we can.

  •  Give space for reassurance.

  • Add pedagogy through the process.

This post was brought to you by Juliana Rangel

Pennylane
Building the financial OS of SMEs and their accountants

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