Designing B2B Advertiser Onboarding Experience

COMPANY

Finfare

ROLE

Product Designer

TEAM

PM (2), Compliance, Design(2), Eng

TIMELINE

3 x 2 week sprints

Overview

The Opportunity

Finfare acquired Network B, a card-linked offers platform, and integrated it into Finfare’s product portfolio as Finfare Connect. Network B’s platform already connected 28+ publisher partners and enabled 4 million customers to access 700+ offers, giving Finfare a strong foothold in the fintech rewards ecosystem.

Finfare Connect’s mission is to help advertisers launch payment-linked promotions and distribute them across multiple publisher partners from a single platform, while also converting existing Finfare Money users into active Connect users.

Overview

The Opportunity

Finfare acquired Network B, a card‑linked offers platform, expanding its reach in the fintech rewards ecosystem. Network B’s platform already connected over 28 publisher partners and enabled 4 million customers to access 700+ offers. The Connect platform presents a clear opportunity: to streamline advertiser onboarding, attract new brands, and convert existing Finfare Money users into Connect users, building on an established network with significant customer reach.

Context

A critical first step for advertisers

Finfare Connect was built to help advertisers launch personalized, payment-linked promotions and distribute them across multiple publisher partners from a single platform. The team saw advertiser onboarding as the foundation of Finfare Connect. But getting started required advertisers to move through a complex, unfamiliar process. Even existing Finfare Money users were asked to complete the same steps as new advertisers, adding friction at a moment when clarity and momentum mattered most.

Context

A critical first step for advertisers

Overview

The Opportunity

COMPANY

Finfare

ROLE

Lead Product Designer

TEAM

PM, Design, Eng, Data, Business Ops

TIMELINE

7 months

Previous Onboarding Flow

Business Goals

Simplifying Compliance + Reducing Drop-off

Advertiser onboarding had to balance simplicity with strict business and compliance requirements. The goal was to make advertiser onboarding easier to understand and faster to complete, without removing critical business and compliance requirements. At the same time, we aimed to reduce drop-off during onboarding, help advertisers reach their first promotion more quickly, and create a smoother conversion path for existing Finfare Money users compared to net-new advertisers.

Business Goals

Simplifying Compliance + Reducing Drop-off

VALIDATE ORIGINAL DESIGN

5x Complexity Design Problems

01/

High drop-off in a complex flow

The previous onboarding was a single, extremely long form that was difficult to complete. Data showed a ~65% drop-off rate, with average completion time around 46 minutes. Most advertisers abandoned the process at the critical “create offer” step, causing a significant loss of brand users.

65%

Drop-off rate

46 minutes

avg completion

02/

Complex offer creation

Advertiser offers included many conditions, and qualifications needed fast verification. Each field required careful input, but instructions and examples were missing, making many questions hard to understand. This led to frequent errors, frustration, and a heavier workload for customer support.

03/

No visibility or preview

After completing the form, advertisers had no way to see how their promotion would appear on the platform. There was no preview or editing opportunity, leaving users unsure about the final output. This uncertainty reduced confidence and slowed completion of critical tasks.

dense content

Endless forms

04/

Poor mobile experience

The mobile experience forced users to scroll through endless long forms with no save & exit option. Interruptions meant starting over, which further increased drop-off. Combined with dense content, this made onboarding painful and discouraging for mobile users.

05/

Information overload and lack of guidance

The visual layout presented dense, unstructured data with no hierarchy or visual aids. Users struggled to quickly understand questions, which slowed completion and increased errors. The lack of supportive UI elements, examples, or inline help made the process overwhelming.

Impact & Results

What impact we have?

Advertiser Adoption

The redesigned onboarding significantly improved advertiser acquisition. Approximately 800 new advertisers joined in the first month, with hundreds more onboarding each subsequent month. Existing Finfare Money users converted smoothly, reducing friction and accelerating adoption.

User Engagement & Efficiency

Drop-off at critical steps dropped by 40%, keeping more advertisers engaged through the onboarding process.

Onboarding completion speed increased by 63%, helping advertisers reach their first promotion faster.

Advertisers reported feeling more confident and less frustrated, particularly when completing complex fields like Offer Details and Target CPA.

Business Growth Potential

By improving onboarding for both new and existing users, Finfare Connect strengthened its advertiser base and set the stage for scaling campaigns across 28 publisher partners and millions of customers. Streamlined onboarding ensures that brands can start promoting efficiently, helping Connect realize its growth potential in the rewards ecosystem.

+63%

faster completion time, letting advertisers reach their first promotion more quickly

40%

reduction in drop-off at critical onboarding steps

+1k

new advertisers onboarded in the first month, with hundreds more joining every subsequent month

Finfare Money

End-to-End Product Experience

Scalable Design System

Design System Rebuild & Rebrand