FinTech SaaS
Landing and dashboard experience that increased demo signups by 40%.
Overview
A full redesign of the marketing site and logged-in dashboard for a B2B financial platform. The goal was to clarify the value proposition, reduce friction in the signup flow, and create a dashboard that made trial users want to convert.
Challenge
The existing site was feature-heavy and didn’t speak clearly to the ideal customer. Demo signups were steady but conversion from visitor to trial was low, and trial-to-paid was suffering because the product felt overwhelming at first login.
Solution
We rebuilt the landing experience around a single hero message and three clear outcomes, then simplified the dashboard onboarding with progressive disclosure—surfacing only what users needed at each step. We added social proof, comparison tables, and a streamlined demo-request flow with calendar integration.
Results
- →40% increase in demo signup rate within 3 months of launch.
- →Trial-to-paid conversion improved by 22% after dashboard onboarding changes.
- →Bounce rate on the main landing page dropped by 28%.
Tech & tools
“The new site doesn’t just look better—it actually converts. We finally feel like our website is working for us.”
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