PRODUCT OVERVIEW

Blessed Lolize is an investment platform designed to help everyday users build wealth through accessible financial products. The platform targets first-time and intermediate investors who want to grow their savings but are often intimidated by complex onboarding processes and unclear verification requirements. It offers a range of investment opportunities including stocks, bonds, and managed portfolios, with a strong emphasis on transparency and educational content to build confidence in new investors.

GOALS

Reduce onboarding friction. I needed to create a welcoming first experience that didn't overwhelm users with immediate requests for sensitive personal information.

Build immediate trust. Since users are committing real money, every screen needed to communicate security, legitimacy, and clarity about where their funds were going.

Balance compliance with usability. The platform had to meet strict KYC and financial regulations without making the experience feel bureaucratic or invasive.

Increase funding completion rates. Getting users to move from browsing to actually making their first deposit was the ultimate measure of success.

Create a scalable design system. I wanted to establish patterns and components in Figma that could support future product expansion without constant redesign.

Deliver within a tight timeline. With only three months to launch, every design decision had to be intentional and execution-ready for the engineering team.

MY ROLE

Responsibilities. As Lead Product Designer, I owned the entire user experience from research through final handoff. This included conducting the initial UX audit, mapping user flows, designing high-fidelity screens and interactive prototypes in Figma, and creating a component library that engineering could implement directly. I also defined the information architecture for the onboarding journey and specified all micro-interactions and transition states.

Collaboration. I worked closely with the product manager to align design decisions with business goals and regulatory requirements, and partnered daily with two frontend engineers to ensure designs were technically feasible and could be built within our timeline. I also coordinated with the compliance team to understand KYC requirements and translated legal language into user-friendly explanations throughout the interface.

USER RESEARCH

Drop-off happened at verification. Analytics showed that 62% of users abandoned the flow when asked to upload ID documents on the first screen, signaling that upfront verification was killing momentum.

Trust indicators were missing. User interviews revealed that people hesitated to enter financial details because they couldn't find security badges, clear explanations of data handling, or any signals that the platform was legitimate.

Legal jargon created confusion. Users consistently skipped over terms and conditions without reading them, and later expressed anxiety about not understanding why their personal information was needed.

Mobile-first behavior dominated. Over 70% of first-time users accessed the platform via mobile devices, meaning any friction on small screens was amplified and more likely to cause abandonment.

DESIGN PROCESS

I started with a comprehensive UX audit of the existing onboarding flow, mapping every step and cross-referencing it with drop-off data to identify where users were getting stuck. Once I confirmed that upfront verification was the primary friction point, I moved into ideation, sketching alternative flows that delayed heavy compliance tasks until users were more invested in the platform. I created low-fidelity wireframes in Figma to test different progressive disclosure models, then moved quickly into high-fidelity prototypes that included real copy, trust indicators, and security messaging. I ran usability tests with eight participants, observing their reactions to verification prompts at different stages, and iterated based on their feedback. Finally, I built a component library in Figma and documented interaction states so engineering could implement the designs without ambiguity.

KEY DESIGN DECISIONS

Progressive verification flow. Instead of demanding ID uploads immediately, I allowed users to explore investment options and build their profile first, only triggering KYC verification right before their first deposit to balance compliance with a frictionless introduction.

Contextual trust indicators. I embedded security badges, SSL icons, and brief explanations about data encryption directly next to sensitive input fields rather than burying them in a footer, making reassurance visible exactly when users needed it most.

Plain-language compliance copy. I rewrote all legal and verification prompts in simple, direct language and added short "Why we need this" explanations to reduce anxiety and build transparency without relying on dense regulatory jargon.

Mobile-optimized input patterns. Given the high mobile usage, I designed single-column forms with large touch targets, autofill support, and inline validation to minimize typing errors and make the experience feel effortless on smaller screens.

TOOLS USED

Figma, Google Analytics, Maze, Notion, Loom

TIMELINE

This project ran for three months from January to March 2026.

THE PROJECT

High drop-off at onboarding. The original flow asked for government ID and full KYC verification on the very first screen, causing over 60% of users to abandon before exploring any investment options.

Lack of transparency around security. Users couldn't find clear information about how their data was protected or why certain details were required, leading to hesitation and mistrust during critical moments like entering bank account information.

Legal requirements created friction. Financial regulations demanded strict identity verification, but presenting these steps too early or without context made the platform feel invasive and bureaucratic rather than welcoming.

Tight timeline with zero room for error. With only three months to redesign, prototype, test, and hand off to engineering, every design decision had to be efficient and implementation-ready from the start.

45% reduction in onboarding drop-off. The progressive verification model allowed users to engage with the platform before facing high-effort tasks, keeping them in the funnel longer and significantly reducing early abandonment.

30% increase in first-time deposits. By introducing trust signals and clear explanations at key moments, more users felt confident enough to complete their first funding transaction.

Seamless engineering handoff. I delivered a complete Figma component library with interaction specs, allowing the development team to build the designs on schedule with no delays or clarifications needed.

Improved mobile experience. The mobile-optimized input patterns and simplified flows led to higher completion rates on small screens, where most first-time users were accessing the platform.

Stronger user trust scores. Post-launch surveys showed a measurable increase in users reporting that they felt the platform was secure and transparent, validating the design choices around contextual trust indicators.

Scalable design foundation. The component library and design patterns I created became the foundation for future feature development, allowing the team to move faster on subsequent projects without redesigning core elements.

KEY METRICS

45% drop-off reduction. By implementing progressive verification, nearly half of the users who previously abandoned during onboarding now stayed engaged long enough to explore investment options.

30% more first-time deposits. Trust indicators and clear explanations helped convert hesitant users into paying customers, directly impacting revenue and user acquisition goals.

Zero implementation delays. The engineering team built the entire flow on time with no design revisions or clarifications, proving that thoughtful handoff documentation saves weeks of back-and-forth.

WHERE WE ARE

The redesigned onboarding flow is now live and serving as the primary entry point for all new users on the Blessed Lolize platform. The progressive verification model has become a core part of the product strategy, and the design system I built is being used to expand into new features like automated investing and portfolio recommendations. The team continues to monitor completion rates and user feedback to refine the experience.

FUTURE IMPROVEMENTS

Expand biometric verification options. Introduce facial recognition or fingerprint login to make KYC faster and more secure while reducing manual document uploads.

Add onboarding personalization. Tailor the investment recommendations and educational content based on user-submitted financial goals and risk tolerance during signup.

Implement progress-saving functionality. Allow users to pause their verification process and return later without losing their progress, reducing pressure to complete everything in one session.

Build a live chat support feature. Offer real-time help during verification steps to answer questions immediately and reduce anxiety around sensitive data requests.

Test gamification elements. Explore small rewards or progress badges to encourage users to complete their profile and first deposit without feeling like they're just checking off compliance boxes.

Optimize for accessibility. Conduct an audit to ensure the flow meets WCAG standards, particularly around form labels, color contrast, and screen reader compatibility for users with disabilities.

Introduce educational micro-content. Embed short videos or tooltips explaining investment basics directly into the onboarding flow to build confidence and reduce the knowledge gap for first-time investors.