UCEE MFB is a digital microfinance bank operating across multiple states in Nigeria. I designed the Agent Smart Onboarding experience which allows registered agents to generate location based referral links and QR codes that prospective customers can use to open UCEE MFB accounts online. The solution was built to support field marketing and real time customer acquisition. Role: Product Designer Timeline: 3 weeks Platform: WebTools: Figma
- Collecting customer information manually
- Sharing registration forms securely
- Tracking where customers come from
- Scaling outreach across multiple states
- Make new account registration easier and faster
- Enable agents to generate unique referral links
- Track customer acquisition by location
- Reduce manual data handling
- Improve registration funnel completion
- Log in securely
- Generate a unique referral link
- Download a QR code for offline scanning
- Track sign ups by location
The onboarding journey is lightweight and mobile friendly since most prospects register on their phones. Messaging was simplified to reduce confusion, and progress feedback keeps users confident during form completion.
The interface uses clear typography, bold CTAs and simple icons. The layout focuses on speed and legibility since many agents operate outdoors or on the move.
- Clearer understanding of fees
- Faster money movement without second guessing
- Confidence in tracking transfers end to end
- The streamlined flows reduced hesitation for first time cross border users.
- Reward tiers for high performing agents
- Real time regional leaderboards
- Referral funnel analytics
- Verification status tracking
The UCEE MFB Agent Smart Onboarding experience brings scalable customer acquisition to the field. By combining referral links, QR codes and location tracking, agents can register customers faster and more reliably. The result is higher conversion, better visibility and meaningful growth for the microfinance network.