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BlockFi | Onboarding

Faster, easier account creation for individuals and business users.

My role
Senior Product Designer

Responsibilities


Product Strategy • UX Design • Growth

Goal


Improve ease & speed of onboarding

Reduce manual processes

THE OPPORTUNITY

Improve workflow UX, digitize manual processes

Users could create an account, but account activation required a separate identity verification process hidden within profile settings. Many users never completed verification, resulting in high support volume and completion rates below 50%.

Business customers previously relied on manual support and compliance reviews. We digitized document collection directly within onboarding.

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PRODUCT DIRECTION

Creating a unified onboarding experience

We focused on removing the gaps in the current experience by bringing identity verification and compliance workflows directly into onboarding.
 

Verification at the right moment

Clearer activation status

Digitization of manual workflows

SOLUTION

Streamlining onboarding from signup to activation

I aligned Product, Compliance and Engineering around a unified onboarding strategy that consolidated account creation, identity verification, and business verification into a single experience. 

Key improvements included:
Integrating KYC directly into onboarding

Replacing an unreliable identity verification provider

Improving transparency around verification status

Digitizing business account documentation workflows

Eliminating manual handoffs between users, support, and compliance teams


The result was a faster and more predictable path to platform access for both individual and business customers.

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Screens from the new onboarding; KYC in onboarding, new identity verification partner and digitizing manual processes from business onboarding.

IMPACT

By removing friction throughout the onboarding journey, we dramatically increased the percentage of users who successfully completed account setup and gained access to the platform.

Results

87% completion rate

Up from less than 50%

Reduced support volume related to onboarding and identity verification

Streamlined compliance workflows for business accounts

Created a more scalable onboarding experience for future growth

© 2035 by Leah and Peanut

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