Redesigning onboarding to
convert curiosity into commitment
Scripbox is a digital wealth management platform offering curated investment solutions tailored to individual risk profiles, goals, and investment history. The onboarding experience was seeing a significant drop-off in users and we were brought in to fix it.
Impact
The numbers that drove every decision
Before designing a single screen, we looked at what the data was already telling us. The existing onboarding was failing at scale — and the problem was measurable.
The Problem
Users arrived curious and left confused
Scripbox had a strong product. But its onboarding experience didn't reflect it. New users encountered a process that felt instructional rather than welcoming, transactional rather than personal. There was no clear value communication, no conversational guidance, and no sense that the app understood who the user was or what they wanted.
For a wealth management app, trust is everything and the onboarding was failing to build any. Users were downloading out of intent to invest, then leaving before they ever got started.
Research
Listening before designing
We gathered Scripbox's existing app activity data and conducted 3 in-depth interviews with current users — exploring their perception of wealth, their experiences with investment apps, and their emotional journey through the existing onboarding. We also benchmarked against competitors on three parameters: how they differentiate, how they set expectations, and how easy their onboarding actually is.
Key insights
01
Users seek the comfort and trust of human interaction — even on a digital platform. A cold, form-driven flow immediately erodes confidence.
02
Conversational design works better than instructional text — users engage more when the app talks with them, not at them.
03
Contextual validation builds confidence. Users need to feel affirmed at each step before they'll commit to the next.
04
Users benchmark constantly — if a competing app makes onboarding feel effortless, Scripbox is immediately held to that standard.
Personas
Two users, two different entry points
Design Principles
The values that framed every decision
Solution
Frictionless onboarding, in five parts
The journey was broken into five distinct sections, each designed and iterated individually — ensuring the experience felt coherent end-to-end while letting each stage solve its own specific problem.
01
Value-first entry — communicate before you ask
Instead of jumping straight into sign-up fields, the redesign leads with what Scripbox does for the user — framing the product as a trusted financial partner, not a form to fill out. The first screens establish purpose, build aspiration, and earn the user's willingness to proceed.
02
Conversational sign-up — reduce cognitive load
KYC and data capture were redesigned to feel like a conversation rather than a questionnaire. Progressive disclosure kept each screen to a single ask. Where multiple questions were unavoidable, a conversational format was used — reducing perceived effort and improving completion rates.
03
Contextual validation — reassure at every step
Research showed that users need to feel confident before each commitment. Micro-copy, inline feedback, and contextual affirmations were built into every stage — signalling that the user is on the right track and that Scripbox understands their goal.a
04
Personalised goal-setting — make it about them
Rather than surfacing generic investment options, the redesigned flow captures user goals — travel, a bike, an emergency fund — and uses that context to make product recommendations feel tailored. Users who see their own goals reflected back at them invest with more confidence.
duttadebankur@gmail.com • +91 93542 72977