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

Based on usability testing insights, my team and I redesigned the onboarding flow to streamline the experience. Below is an overview of my four-step approach to tackling the problem.

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

Based on usability testing insights, my team and I redesigned the onboarding flow to streamline the experience. Below is an overview of my four-step approach to tackling the problem.

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

Based on usability testing insights, my team and I redesigned the onboarding flow to streamline the experience. Below is an overview of my four-step approach to tackling the problem.