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Wing Bank · Digital Banking

Simplifying Digital Banking Onboarding & Account Opening

Goal: fewer steps, clearer hierarchy, less friction

Conceptual Wing Bank digital banking onboarding and account opening interface

An independent redesign of Wing Bank's digital onboarding and account-opening experience, exploring how to make each step clearer, reduce unnecessary information, and help customers move through the process with confidence.

Role: UX Designer

Duration: 4 Weeks

Tools: Figma (UI Design, Prototyping, Design System)

Onboarding Improvements

Simplified dashboard layout for better scanability

Improved data hierarchy and grouping

Reduced cognitive load through clearer visual patterns

The Onboarding Challenge
The Problem

Wing Bank customers needed to navigate a multi-step digital account-opening experience involving forms, document capture, and progress through several stages. The onboarding journey needed clearer structure, better information hierarchy, and more focused guidance so customers could understand what to do at each step.

Conceptual Wing Bank personal information form for digital account opening
The Goal

Simplify the digital banking onboarding and account-opening experience by improving flow clarity, form and input usability, KYC/document capture, progress indicators, and information hierarchy.

Key UX Decisions

Simplified data grouping

→ Organized related metrics to reduce cognitive load

Simplified data grouping

→ Organized related metrics to reduce cognitive load

Improved visual hierarchy

→ Highlighted key insights for faster scanning

Improved visual hierarchy

→ Highlighted key insights for faster scanning

Reduced unnecessary data

→ Focused users on high-priority information

Reduced unnecessary data

→ Focused users on high-priority information

Conceptual Wing Bank identity verification and KYC document capture interface
The Redesigned Onboarding Experience
The Solution

Redesigned the dashboard with clearer hierarchy, improved data grouping, and simplified layouts to reduce cognitive load and improve scanability.

Conceptual Wing Bank guided onboarding form for completing additional account information
Onboarding Improvements

• Simplified layout to improve scanability

• Improved hierarchy and data grouping

• Reduced cognitive load with clearer visual patterns

Conceptual Wing Bank account opening review and confirmation interface
Conceptual Wing Bank account creation success and next steps interface
Before → After

Simplified layout, improved data hierarchy, and reduced cognitive load.

Conceptual Wing Bank digital banking onboarding before and after redesign comparison
Workflow Improvements

Before (10 steps)
Landing → Choose Account Type → Personal Information → Contact Information → Address Information → Upload ID → Verify Identity (Selfie) → Additional Information → Terms & Conditions → Review & Submit

Before (10 steps)
Landing → Choose Account Type → Personal Information → Contact Information → Address Information → Upload ID → Verify Identity (Selfie) → Additional Information → Terms & Conditions → Review & Submit

After (6 steps)
Get Started → Personal Information → Verify Identity → Additional Information → Review & Confirm → Account Created

After (6 steps)
Get Started → Personal Information → Verify Identity → Additional Information → Review & Confirm → Account Created

Reduced steps by 43%, improving task efficiency.

The Impact

Reduced errors and streamlined complex workflows, enabling faster and more confident decision-making in data-heavy financial tasks.

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