Vantage App Design:
From Concept to Conversion.
We partnered with Vantage to redesign their fintech product experience, reducing onboarding friction and creating a mobile-first design system that scaled across product, marketing, and growth teams.
+58%
Trial-to-paid conversion
-37%
Drop-off in onboarding
9 weeks
Design-to-launch timeline
Client
Vantage Fintech
Industry
Fintech / SaaS
Services
UX Research, UI Design, Design System
Stack
Figma, HTML/CSS, React Handoff
Project Overview
Vantage had a strong product but struggled with conversion at the onboarding stage. The interface felt technical and fragmented, and users often dropped before reaching activation milestones. Our goal was to make onboarding feel guided, trustworthy, and frictionless.
The redesign focused on three strategic outcomes: simplify account setup, increase clarity around key actions, and build a consistent UI system that both design and engineering could scale without regressions.
The Challenge
Legacy screens were added over time with inconsistent patterns. There was no unified spacing, typography, or interaction language, and mobile performance lagged on lower-end devices. The team needed a modernized flow without delaying upcoming feature launches.
Core Problem
Users did not trust the first-time setup flow. Information hierarchy was unclear, and financial actions felt risky due to poor context and visual feedback.
Our Approach
- Mapped drop-off points across seven onboarding steps and validated them with user interviews.
- Built low-fidelity prototypes and tested them with a mix of novice and experienced users.
- Introduced contextual helper modules to explain why each required input mattered.
- Created a modular design system with reusable cards, forms, statuses, and motion states.
Our Approach
Onboarding Step 1: Trust-first profile setup
Dashboard Home: Priority metrics and guided actions
Performance View: Weekly growth and anomaly alerts
Results
After launch, Vantage reported immediate gains in activation and confidence signals. Support tickets during onboarding dropped, and customer success teams adopted the new UI language for education materials.
+58%
Increase in trial-to-paid conversion after 60 days
+41%
Increase in first-session completion rate
-26%
Reduction in onboarding support requests
Project Timeline
Week 1-2
Discovery and audit
Week 3-4
User flows and wireframes
Week 5-7
High-fidelity UI and design system
Week 8-9
Handoff, QA, launch support
Client Feedback
"Pickbox gave us a product experience that finally matched our vision. The clarity in onboarding changed everything for growth."
Nora Patel, Product Lead at Vantage
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