In1Bank

Designing an intuitive and seemless trust onboarding
experience.

Year

2024

Design Team

Gianna Moreno
Amalina Aida Ideris

Project Type

UX/UI

Role

UX/UI Designer

Overview

Streamlined Onboarding for In1Bank's Trust Accounts

In1Bank is a digital bank based in Australia that provides a range of banking services, including personal and business accounts, home loans, and high-interest savings products.

Problem

A challenge for this onboarding experience was that it needed to handle a variety of account types and trustee configurations with ease; this added a degree of complexity to the onboarding experience. This needed to be done in a manner that was considered in detail when it came to designing the flows to accommodate different user scenarios without confusing the users themselves.

Solution
View Final Solution

Contextual Guidance: To help users understand the various requirements for setting up trust accounts, we integrated contextual information within the onboarding screens. Tooltips, inline help text, and visual cues provided clarity on legal and financial obligations, guiding users through the more intricate aspects of the process.

‍User-Centric Design: The onboarding screens were designed with a user-centric mindset, focusing on creating an intuitive experience. Simplifying language and utilising familiar terminology minimised confusion and made the process approachable for users, regardless of their familiarity with trust accounts

UX research, UI design

My Role/Responsibilities

Simplifying the design

Handling multiple trustees was one of the more complex elements of the onboarding process. We introduced accordion components, which allowed users to add, review, and edit details for each trustee without overwhelming the screen with information. Each trustee's details were designed within an expandable section, making it easy to navigate through their personal and legal information without cognitive overload.

This design minimised visual clutter by collapsing unnecessary information while allowing the user to focus on one trustee at a time. It also created a visual hierarchy, guiding the user through the onboarding process.
‍
Given the number of steps involved, we incorporated a progress indicator at the top of the screen, allowing users to see how far along they were in the process. This reassured them that the task was achievable, with a clear path to completion.

Progress indicators provide guidance and keepusers engaged, reducing the cognitive load of long processes. They also give a sense of control, as users can anticipate the remaining steps.

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