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Fintech · UX Design

Mercury Onboarding & Permissions Redesign

Reducing onboarding drop-off and giving admins precise control over team permissions.

Role
UX Designer · Mercury
Year
2024 — Present
Tools
Figma, ProtoPie, Framer, Storybook, Miro
Impact
−12% onboarding drop-off
Mercury Onboarding & Permissions Redesign

The Problem

Mercury's onboarding had a 22% mid-flow abandonment rate, and admin tools made it hard for finance teams to manage spending limits and permissions for growing startups.

Process

  • 20+ interviews with founders, CFOs and finance leads to map decision moments
  • Journey mapping and friction audit across the first 7 days of activation
  • High-fidelity prototypes in Figma + ProtoPie, validated in 3 rounds of usability testing
  • A/B testing on a core transaction flow used by 100k+ monthly businesses

The Solution

A guided, progressive onboarding with contextual help and a permissions dashboard that lets admins manage roles, approvals and spending limits in one place.

Walkthroughs

Recorded prototype interactions and shipped flows.

Onboarding flow walkthrough
Permissions & approvals dashboard