Ale Vega's profile

Onboarding process

Tienda Pago, is a purchase and payment solution that makes it easy for users to supply merchandise with their allied distributors. Focused on financial inclusion, it provides opportunities for retailers to increase their product and sell more.

The problem
We needed to activate clients in an easy to implement and controllable way using channels external to ours and at the same time have ownership of the process.

The solution
Together with the engineering, web and mobile team, we came to the conclusion of translate our onboarding process (via WhatsApp) to a web app interface.

We designed an adaptable and scalable experience to activate clients with allied companies. ​​​​​​​
The process begins within the mobile app of the partner company and through a nudge we connect to our web app onboarding process. 

From there we will take care of the following steps, first an introduction to the product showing the benefits and conditions of use. Subsequently, a series of validations will be carried out, starting with the mobile number and then reviewing and confirming the legal information. As simple as uploading files, the account would be ready to use.
Onboarding process
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Onboarding process

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