( Case study · 03 / 05 )
CST Savings
Designing a 35 screen onboarding for Canada's education savings foundation.
- Role
- Product Designer
- Type
- Mobile app
- Year
- 2023
- Tools
- Figma, Design system, Wireframing, Usability testing
( Overview )
CST Foundation has helped Canadian families save for college since 1960, more than 600,000 families so far. I came on to design the mobile experience for their college savings product.
Starting from a design system I set up for the team, I designed an onboarding flow of more than 35 screens that takes students and parents from first open to setting up their plan, tested with real users along the way.
Most of this work is covered by IP agreements, so I can only show approved material here. Happy to walk you through the whole thing in a conversation.
( Chapter 01 / 01 )
What I can show
The approved glimpse: sign up, profile setup, the welcome, and the progress dashboard.
The flow had to serve two very different people at once: students dreaming about their university path, and parents setting up a savings plan. It moves from a warm sign up (“Discover your perfect university experience”) through profile setup to a progress screen that turns a complex financial product into a checklist anyone can follow.
Every step was wireframed, prototyped, and tested with users before it went into the design system I'd set up for the team.
( Outcomes )
35+
Onboarding screens designed
600K+
Families served by CST since 1960
1
Design system built from scratch
( Next project )