Facilitating the future of SoFi’s app onboarding experience by designing, moderating, and storytelling concept tests with real SoFi users.

SoFi

Uncovering effective onboarding mechanisms for product awareness and trust.

Role

Timeline

UX Research intern

June - August 2026

Skills

Tools

Concept testing
Affinity mapping
Storytelling

Great Question
Cursor
Gemini Notebook
Figma

Summary

I owned an end-to-end research study to uncover why SoFi’s onboarding fails and what onboarding mechanisms help users trust and learn about SoFi. I used my research to seed a workshop where design, PM, and eng brainstormed what SoFi’s app onboarding experience will look like in 2027.

⊹ WIP: Reach out to ashleywuny@gmail.com for more information :)

My timeline:

Design whiteboarding:
Can you spot the research I brought to our work sessions?

Workshop facilitation:

⊹ This case study is still being built. If you’d like to learn more, please email me!

Now, let’s get back to Work.