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FinPilot — Mobile investing with guardrails

FinPilot hero image
OutcomesMetricsStoryFeaturesProcessHighlights

Key outcomes

What changed after the engagement.

  • Faster onboarding

    Reduced drop-off with fewer steps and clearer choices.

  • Safer flows

    Risk prompts and confirmations for leverage and options.

  • Delightful details

    Microinteractions reinforce progress and trust.

Impact in numbers

  • Completion rate
    +15%
    Onboarding funnel
  • NPS
    +11
    Post-launch survey
Overview

The story at a glance

We designed a friction-light investing app with risk prompts, goals-based workflows, and delightful microinteractions to build user confidence.

Highlights
  • Faster onboarding

    Reduced drop-off with fewer steps and clearer choices.

  • Safer flows

    Risk prompts and confirmations for leverage and options.

  • Delightful details

    Microinteractions reinforce progress and trust.

Key features

  • Goal-based investing

    • Templates for common goals
    • Auto-rebalance hints
    • Clear risk labels

  • Smart onboarding

    • IDV guidance
    • Pre-filled data where safe
    • Progress save/resume

Process

  • 01

    Audit & goals

    • Heuristics, competitive scan
  • 02

    Flows & UI

    • Edge cases, empty/error states
  • 03

    Handoff

    • Specs, tokens, screen inventory

Let’s talk finpilot — mobile investing with guardrails

Share your goals. We’ll return a scope, risks, and a price band within 48 hours.

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