Simplifying User Onboarding with Finxone: A Customizable, Compliant Solution
When building a financial application, creating a seamless and secure onboarding process is crucial to delivering a great user experience. With Finxone, app builders have the flexibility to design an onboarding journey tailored to different user types, ensuring compliance and providing a frictionless path to account setup.
Directing Users to the Right Onboarding Flow
Finxone’s platform allows app builders to design a personalized user journey that automatically directs unregistered users to the correct onboarding flow. Whether the application serves only personal account holders or offers both personal and business account options, Finxone’s customizable navigation screens guide users to the appropriate onboarding experience. With easy-to-configure navigation buttons, users are seamlessly routed to the correct flow based on their account type, ensuring a smooth start to the registration process.
Flexible and Persona-Based Onboarding
Finxone’s onboarding process is built around the concept of personas, which represent different user types—such as individual users or business clients. Each persona’s onboarding is structured around a core dataset necessary for compliance, including essential information such as:
- Full name
- Address
- Date of birth
- Mobile number
- Email address
This core dataset ensures that all applications meet regulatory standards, while the flexible onboarding setup allows additional information to be collected based on the app’s requirements. App builders can customize each onboarding flow to gather specific data points that enhance user profiles or support additional services.
Customizable Screen Design for a Unique Brand Experience
One of Finxone’s standout features is the flexibility to design onboarding screens to look and feel as unique as needed. App builders have the choice to display all required information on a single screen or distribute it across multiple steps, guiding users through the process one screen at a time. This step-by-step approach can improve the user experience by making complex data entry feel more manageable.
Each screen can be fully styled and customized, allowing businesses to create an onboarding experience that aligns perfectly with their brand’s identity, whether on desktop or mobile. This customizability ensures that users are introduced to an engaging, cohesive experience from the moment they start the onboarding journey.
Security Features: OTP Verification and Password Setup
Security is a top priority during onboarding, and Finxone offers robust features to protect user data. To verify both mobile numbers and email addresses, users are prompted with one-time passwords (OTPs), adding an additional layer of security to the process. This verification step helps ensure that only legitimate users are onboarded.
Upon completion of the onboarding flow, users are prompted to create a secure password, preparing them for their first login. This final step ensures that each new user is set up with the necessary credentials, ready to access the application securely.
A Fast, Compliant, and Tailored Onboarding Solution
With Finxone, businesses can rapidly deploy a flexible, secure, and brand-aligned onboarding experience for their users. By offering customized flows based on user personas, ensuring compliance through a core data collection, and providing a highly stylable interface, Finxone takes the complexity out of onboarding design. This makes it an ideal choice for any application looking to build trust, enhance security, and provide a seamless user experience from day one.
