UX Researcher for Fintech Onboarding Flows
Skills Required
Description
Onboarding in fintech isn’t just about gathering information—it’s about building trust from the first interaction. The researcher will focus on mapping the full user journey, from signup to first transaction, identifying friction points that may discourage customers from completing the process. Insights will need to reflect both usability concerns and the emotional aspects of engaging with financial services, where security and clarity are top priorities.
This role will involve conducting user interviews with diverse participants, ensuring the feedback represents different demographics and user types. The goal is to uncover both obvious and hidden pain points that may only surface when real users attempt tasks under real-world conditions. Findings should be structured into personas and journey maps that the product and design teams can immediately apply to redesign or refine onboarding flows.
Long-term, the researcher will help validate whether proposed improvements are successful. Usability testing sessions will be key here—showing whether design changes actually make onboarding smoother or unintentionally introduce new barriers. Reports should combine quantitative metrics, like task completion rates, with qualitative insights that highlight frustrations, motivations, and workarounds observed during testing.
Short research cycles will be common.
The researcher should be comfortable working closely with designers, product managers, and deve...