⏩️Payroll Migration
What accountants told us about payroll import, and how we turned an A/B test we thought we'd already won 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 we thought we'd already won 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 — testing mid-August, aiming to increase payoffs within 7 days.
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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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