
SageWealth
Sagewealth is a Series A startup committed to empowering individuals to achieve their financial goals through personalized investment strategies and with a focus on sustainable investing.
01 Challenge
Sagewealth was in need of rapid site optimization to enhance the user experience and conversion rate, positioning itself as a more attractive investment opportunity for potential investors ahead of their upcoming fundraising round.
02 Approach
Rapidly conduct usability tests to identify user pain points, thoroughly assess design elements, and evaluate content clarity. Expedite the evaluation of the onboarding flow to pinpoint areas for improvement, accelerating the increase of conversion rates.
Collaborate with Sagewealth to implement changes based on usability test findings, iteratively updating the website design, content clarity, and user interface elements to enhance the user experience.
Implementation
Analyze results and identify improvement opportunities: Collate and analyze data from usability tests to identify recurring patterns, prioritize issues based on severity, and determine actionable insights for improvement.
Analysis
Conduct usability tests, observing participants as they navigate through the website and complete the onboarding process, and gather feedback on user experiences and pain points.
Usability tests
03 Deliverables
Visual representations of the steps and touchpoints clients encounter while interacting with the Sagewealth website and onboarding process, highlighting pain points and opportunities for improvement.
User Journey map


Detailed findings from the usability tests, including task success rates, error rates, and user feedback on usability issues encountered during interaction with the prototypes. A comprehensive plan outlining the steps for implementing recommended changes based on research findings, prioritizing improvements to maximize user satisfaction and engagement.
Usability Test Report
04 Outcome

Conversion Rate Boost
The implementation of iterative improvements following usability tests resulted in a significant increase in the conversion rate by 35%, leading to a substantial growth in the user base.

Onboarding Dropout Reduction
By addressing identified pain points and optimizing the onboarding flow, the dropout rate during the onboarding process decreased by 26%, ensuring a smoother and more seamless user experience.

Enhanced User Engagement
Sagewealth witnessed a marked increase in user engagement metrics such as average session duration, page views, and interactions with key features.

We help startups create exceptional user experiences through deep user understanding. Early user research fosters empathy and aligns your strategies with user needs.
Our innovative methods uncover insights that drive change, mitigate risks, and optimize resources. Equip your startup with the confidence and foresight to succeed in today's competitive market.
Startups
Leveraging agile methods and streamlined processes, we prioritize speed without compromising quality. Our efficient data collection and analysis techniques deliver actionable insights quickly, enabling swift decision-making and implementation.
Stay ahead in dynamic markets with our commitment to rapid research, enabling you to seize opportunities and respond to changing user needs.