LIO App
Product and UX design for a personalised financial onboarding experience.
Year
2020
Duration
1 month
Client
Product & UX design
Onboarding flows & information architecture
Mobile UI & visual system
01 / Brief
LIO was designed as a mobile onboarding experience built around a structured financial survey. The goal was to guide users through a set of questions, analyse their financial situation, and recommend relevant products and services based on their answers.
I was brought in by Smartpurse for a short contract to design the onboarding experience and visual direction. The product was primarily aimed at women, with a strong emphasis on clarity, trust, and emotional comfort when discussing personal finances.
02 / Research & Approach
The challenge was to turn a potentially intimidating financial questionnaire into a friendly, supportive experience. The approach focused on:
- designing a step-by-step onboarding flow centred around a clear survey structure
- reducing cognitive load through visual grouping and progressive disclosure
- using soft colour palettes and rounded UI elements to build trust and approachability
- framing financial analysis as guidance rather than assessment
- ensuring the flow felt conversational and respectful, particularly for a female audience
The design balanced data collection with empathy, helping users feel in control rather than evaluated.
03 / Results
The final outcome was a coherent onboarding experience that guided users from first interaction through financial analysis and personalised product matching.
The design provided:
- a clear and engaging survey flow
- a consistent visual language aligned with Smartpurse’s values
- a solid UX foundation for future expansion beyond onboarding
The project helped define how financial onboarding could feel more human, supportive, and inclusive.
Impact
Turned a complex financial assessment into a simple, friendly onboarding flow
Helped users quickly understand their situation and feel confident about next steps
Created a strong entry point for personalised product matching and long-term engagement
LIO App
Product and UX design for a personalised financial onboarding experience.
Year
2020
Duration
1 month
Client
Product & UX design
Onboarding flows & information architecture
Mobile UI & visual system
01 / Brief
LIO was designed as a mobile onboarding experience built around a structured financial survey. The goal was to guide users through a set of questions, analyse their financial situation, and recommend relevant products and services based on their answers.
I was brought in by Smartpurse for a short contract to design the onboarding experience and visual direction. The product was primarily aimed at women, with a strong emphasis on clarity, trust, and emotional comfort when discussing personal finances.
02 / Research & Approach
The challenge was to turn a potentially intimidating financial questionnaire into a friendly, supportive experience. The approach focused on:
- designing a step-by-step onboarding flow centred around a clear survey structure
- reducing cognitive load through visual grouping and progressive disclosure
- using soft colour palettes and rounded UI elements to build trust and approachability
- framing financial analysis as guidance rather than assessment
- ensuring the flow felt conversational and respectful, particularly for a female audience
The design balanced data collection with empathy, helping users feel in control rather than evaluated.
03 / Results
The final outcome was a coherent onboarding experience that guided users from first interaction through financial analysis and personalised product matching.
The design provided:
- a clear and engaging survey flow
- a consistent visual language aligned with Smartpurse’s values
- a solid UX foundation for future expansion beyond onboarding
The project helped define how financial onboarding could feel more human, supportive, and inclusive.
Impact
Turned a complex financial assessment into a simple, friendly onboarding flow
Helped users quickly understand their situation and feel confident about next steps
Created a strong entry point for personalised product matching and long-term engagement
LIO App
Product and UX design for a personalised financial onboarding experience.
Year
2020
Duration
1 month
Client
Product & UX design
Onboarding flows & information architecture
Mobile UI & visual system
01 / Brief
LIO was designed as a mobile onboarding experience built around a structured financial survey. The goal was to guide users through a set of questions, analyse their financial situation, and recommend relevant products and services based on their answers.
I was brought in by Smartpurse for a short contract to design the onboarding experience and visual direction. The product was primarily aimed at women, with a strong emphasis on clarity, trust, and emotional comfort when discussing personal finances.
02 / Research & Approach
The challenge was to turn a potentially intimidating financial questionnaire into a friendly, supportive experience. The approach focused on:
- designing a step-by-step onboarding flow centred around a clear survey structure
- reducing cognitive load through visual grouping and progressive disclosure
- using soft colour palettes and rounded UI elements to build trust and approachability
- framing financial analysis as guidance rather than assessment
- ensuring the flow felt conversational and respectful, particularly for a female audience
The design balanced data collection with empathy, helping users feel in control rather than evaluated.
03 / Results
The final outcome was a coherent onboarding experience that guided users from first interaction through financial analysis and personalised product matching.
The design provided:
- a clear and engaging survey flow
- a consistent visual language aligned with Smartpurse’s values
- a solid UX foundation for future expansion beyond onboarding
The project helped define how financial onboarding could feel more human, supportive, and inclusive.
Impact
Turned a complex financial assessment into a simple, friendly onboarding flow
Helped users quickly understand their situation and feel confident about next steps
Created a strong entry point for personalised product matching and long-term engagement
LIO App
Product and UX design for a personalised financial onboarding experience.
Year
2020
Duration
1 month
Client
Product & UX design
Onboarding flows & information architecture
Mobile UI & visual system
01 / Brief
LIO was designed as a mobile onboarding experience built around a structured financial survey. The goal was to guide users through a set of questions, analyse their financial situation, and recommend relevant products and services based on their answers.
I was brought in by Smartpurse for a short contract to design the onboarding experience and visual direction. The product was primarily aimed at women, with a strong emphasis on clarity, trust, and emotional comfort when discussing personal finances.
02 / Research & Approach
The challenge was to turn a potentially intimidating financial questionnaire into a friendly, supportive experience. The approach focused on:
- designing a step-by-step onboarding flow centred around a clear survey structure
- reducing cognitive load through visual grouping and progressive disclosure
- using soft colour palettes and rounded UI elements to build trust and approachability
- framing financial analysis as guidance rather than assessment
- ensuring the flow felt conversational and respectful, particularly for a female audience
The design balanced data collection with empathy, helping users feel in control rather than evaluated.
03 / Results
The final outcome was a coherent onboarding experience that guided users from first interaction through financial analysis and personalised product matching.
The design provided:
- a clear and engaging survey flow
- a consistent visual language aligned with Smartpurse’s values
- a solid UX foundation for future expansion beyond onboarding
The project helped define how financial onboarding could feel more human, supportive, and inclusive.
Impact
Turned a complex financial assessment into a simple, friendly onboarding flow
Helped users quickly understand their situation and feel confident about next steps
Created a strong entry point for personalised product matching and long-term engagement