Lending Club

Investor Onboarding

Lending Club had a good, basic online flow to get money onto it's platform. I used UX methodologies to make it more successful and prove the value of a user-centered process.

Team

1 Designer, 1 Product Manager, 2 Developers

What I Did

Strategy
User Research
User Testing
Persona Development
UX/UI Design
Responsive Web Design
Prototyping
Visual Design
Production Handoff

The Process I Used

1. Strategy  Define the problem, clarify business objectives and success criteria
2. Research  Evaluate current product, analyze competitors, talk to customers
3. Analysis  Identify pain points, understand user goals, create/revise personas
4. Design  Create hypothesis with assumptions, incorporate user stories, sketch solutions, test prototypes to validate assumptions, REPEAT
5. Production  Handoff and guide final designs into development

Before

Sketching

Elements

Notable Implementations

After several iterations, the following themes we discovered held up throughout the process and made it into launch —

1. Go Mobile First  Simplify the design and content using a ‘mobile first’ approach
2. Be Friendlier  Use language with a friendlier more conversational tone
3. Make It More Engaging  Use sliders to set custom automated investment allocations
4. Update the Look  Use this as an opportunity to refresh the visual design of the UI elements to give a more contemporary feel and move away from the current dated look

After

Results

The new flow was fully pushed live in December 2016 and proved to be a big success and a nice win for the design team in the eyes of company stakeholders. It produced a significant uptick in key metrics and better than expected conversion across the board, leading to more support for a user-centered approach and earlier involvement on projects going forward.

Contact me for more details and additional projects.