Zoe financial
A trust-sensitive category where prospects judged credibility in seconds, then hit an onboarding flow asking for sensitive financial details before it had earned them. Conversion sat near 10% against a 20% target. We resequenced onboarding so value came before the ask, rebuilt the brand, and left a design system behind.
“We’re already getting traffic and seeing growth in our marketing funnels, and I attribute most of that to their deliverables and the fact that they were on point with their initial research.”Dillon Ferguson - Head of Product, Zoe FinancialSee full case study





























