Scaling Onboarding for a Global Trading Platform

Scaling Onboarding for a Global Trading Platform

Overview

Role

Product Designer

Industry / Product

Fintech trading platform (B2C)

I worked as a Product Designer on a global online trading platform serving millions of retail traders across regions with very different experience levels and connectivity constraints. The platform needed to improve early user retention while clearly communicating its value in a crowded, competitive market.


Due to NDA, product names and visuals could not be presented. Contact me to view the presentation deck.

The Problem

The Problem

A large percentage of new users dropped off within their first session.


Key issues:

  • Beginners were overwhelmed by trading concepts presented too early

  • Experienced traders were slowed down by generic onboarding

  • Video-heavy tutorials failed in low-bandwidth regions

  • The platform’s core differentiators weren’t visible quickly enough


This created friction at the exact moment users were deciding whether to stay.

Design Goal:

How might we create a scalable onboarding experience that:


  • Adapted to different experience levels

  • Worked across regional connectivity constraints

  • Communicated the platform’s value immediately

My Role & Scope

My Role & Scope

As the Product Designer, I focused on:

  • Designing onboarding and early engagement flows

  • Collaborating with marketing and content teams on tutorials

  • Adapting experiences for low-bandwidth regions

  • Translating business USPs into clear, user-facing signals

The Key Decision

The Key Decision

Instead of a single linear onboarding flow, we designed a modular, adaptive onboarding strategy.

The guiding principle was:

Clarity and speed over completeness.

This allowed users to:

  • Learn progressively instead of all at once

  • Skip content that wasn’t relevant to their experience level

  • Access help only when they needed it

Solution

Solution

Step-by-step onboarding tailored to new vs experienced traders

  • Optional, on-demand tutorials instead of mandatory walkthroughs

  • Lightweight, text-first content in low-bandwidth regions

  • Prominent labeling to highlight key platform differentiators


Due to NDA, product names and visuals could not be presented. Contact me to view the presentation deck.

Impact

Impact

Improved early user retention across target regions

  • Higher engagement with onboarding and tutorials

  • Successful rollout across multiple global markets

  • Increased user confidence during first-time use

Key Learnings

Key Learnings

Personalization beats one-size-fits-all onboarding

  • Designing for regional constraints is a competitive advantage

  • Clear value communication matters more than feature depth early on

Always up for a coffee chat about anything design, tech, or travel! ☕️

© Copyright

2026

Shreya ❤︎

Always up for a coffee chat about anything design, tech, or travel! ☕️

© Copyright

2026

Shreya ❤︎