⏩️Payroll Migration
What accountants told us about payroll import, and how we turned an A/B test into a research-backed, AI-assisted redesign.
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What accountants told us about payroll import, and how we turned an A/B test into a research-backed, AI-assisted redesign.
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Created a new onboarding screen to signal switchers from a different email or SMS platform in hopes to personalize Homepage tasks; a change that lifted 7-day payoffs enough to roll out to 100% of new users.
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Designed a full-screen experience in the onboarding flow to recommend relevant integrations to new users based on their business type and URL, significantly increasing integration connection rates and improving customer payoff.
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Developed a comparison chart component and switcher experience that compares Credit Karma Money account offerings to a traditional bank to increase deposits. Increased take rate and saved about $200K in revenue over baseline.
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