Principal CIMB

Redesigning the Onboarding Experience for Principal Thailand

Year

2023

Role

UX/UI Design

Client

Principal Thailand

/ Background

The Principal TH app is a financial tool developed by Principal Thailand in partnership with CIMB, a leading bank in the ASEAN region. The app was designed to combine two previous applications: Principal Mutual Fund TH and Principal Provident Fund TH. Its main goal is to create a simple, unified platform that allows users to manage both mutual funds and provident funds in one place, improving the overall financial experience.

/ Process

Principal TH has been in operation for about one year. Throughout this time, the team has consistently gathered feedback and refined the application.

/ Outcome

We first held a brainstorming session with the PO, BA, and developers to review and refine the entire flow. Our goal was to remove unnecessary pages while ensuring alignment with business goals and technical feasibility.

Principal CIMB

Redesigning the Onboarding Experience for Principal Thailand

Year

2023

Role

UX/UI Design

Client

Principal Thailand

/ Background

The Principal TH app is a financial tool developed by Principal Thailand in partnership with CIMB, a leading bank in the ASEAN region. The app was designed to combine two previous applications: Principal Mutual Fund TH and Principal Provident Fund TH. Its main goal is to create a simple, unified platform that allows users to manage both mutual funds and provident funds in one place, improving the overall financial experience.

/ Process

Principal TH has been in operation for about one year. Throughout this time, the team has consistently gathered feedback and refined the application.

/ Outcome

We first held a brainstorming session with the PO, BA, and developers to review and refine the entire flow. Our goal was to remove unnecessary pages while ensuring alignment with business goals and technical feasibility.

Principal CIMB

Redesigning the Onboarding Experience for Principal Thailand

Year

2023

Role

UX/UI Design

Client

Principal Thailand

/ Background

The Principal TH app is a financial tool developed by Principal Thailand in partnership with CIMB, a leading bank in the ASEAN region. The app was designed to combine two previous applications: Principal Mutual Fund TH and Principal Provident Fund TH. Its main goal is to create a simple, unified platform that allows users to manage both mutual funds and provident funds in one place, improving the overall financial experience.

/ Process

Principal TH has been in operation for about one year. Throughout this time, the team has consistently gathered feedback and refined the application.

/ Outcome

We first held a brainstorming session with the PO, BA, and developers to review and refine the entire flow. Our goal was to remove unnecessary pages while ensuring alignment with business goals and technical feasibility.