Onboarding & Activation · United States

Clay

Agency

Financial-product onboarding within a broad redesign

Listed in Best Product Onboarding Agencies in the United States

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Assessment

This profile reuses the assessment published in Best Product Onboarding Agencies in the United States; it is not a separate review.

Clay fits financial-product teams that need onboarding considered alongside trust, navigation and the rest of the authenticated experience. Its financial-services practice includes mobile onboarding work for Discover and describes a broader product-design capability from its San Francisco base. That matters when setup asks users to understand unfamiliar information or commit to a consequential next step. The useful buying conversation is about the full journey: what users need to know, which decisions can wait and how the product makes progress clear. Clay is a broad digital-product and brand partner, so define the product deliverables separately. It should be a deliberate redesign purchase, with engineering and measurement responsibilities made explicit in the scope.

Engagement

Location
San Francisco, California; US-based
Engagement details
Broader digital product and brand design engagements

Sources

  • clay.global

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