Incode Forms

The No-code Builder for Identity Verification Onboarding Questionnaires

This product equips financial institutions with the ability to gather essential information from users throughout their onboarding process by utilizing a customizable questionnaire, which can be created effortlessly through a user-friendly, no-code interface.
Customer Discovery & Development
Cross-functional Coordination & Communication
Prioritization and Problem Solving
Product Execution & Delivery

Company

Time Period

Oct 2022
-
Dec 2022
Present

Highlights

  • Led the discovery, design, and construction of a Figma prototype for Incode Forms
  • Closed $X million in revenue by demoing the prototype to a large prospect that was about to sign a contract with a competitor, convincing them to choose Incode instead
  • Built trust between the Sales, Engineering and Product Teams by delivering a prototype that would satisfy the Sales Team’s needs while finding a solution that wouldn’t require development effort from the Engineering Team until a contract with the prospect had been signed

Product Visuals

This mockup and several other mockups conveying mobile forms experiences were used to close a $X million contract. The banking enterprise wanted to leverage Incode's digital identity verification technology but had unique requirements that a competitor was more prepared to satisfy. However, we promised to work with them to design and build Incode Forms, allowing them to construct a digital onboarding experience for their users that would verify their identities and retrieve crucial information related to their business. I coordinated the discovery and design of this product, but I left the company before it was released.

Press Release (theoretical)

Inspired by Colin Bryar, the author of “Working Backwards,” I have used a theoretical press release to effectively communicate the vision for the product that our team launched, the problem which it solved and who it was built for.

INCODE ANNOUNCES INCODE FORMS TO PROVIDE ENTERPRISES WITH CUSTOMIZABLE QUESTIONNAIRES FOR THEIR IDENTITY VERIFICATION EXPERIENCES.
Now, enterprises that use Incode's biometric identity verification solutions can present custom questionnaires to their customers during digital onboarding, authentication, and identity verification experiences.
San Francisco, California—Q1 2023—Incode, the next-generation identity verification and authentication platform for global enterprises, released Incode Forms to provide enterprises with custom questionnaires. Financial institutions, hospitals, gig-economy employers, and more can present custom questions to their customers and retrieve key information related to digital onboarding, authentication, and identity verification experiences.
A B2C technology company must first maximize the adoption of its technology to effectively deliver value to its users and grow its user base. To maximize adoption, they need to maximize their onboarding conversion rates; however, minimizing fraud while maximizing onboarding conversion is difficult and can cost extensive design and engineering resources. Most companies lack the expertise and the time to solve this problem.
"B2C technology companies spend too much time designing, implementing, and optimizing onboarding experiences when they could invest their limited engineering resources in their core technologies and solve core customer problems. Thus, we are launching Incode Forms so that these companies can get back to focusing on what they do best, delivering value to their customers." - William Trevillyan, Product Leader at Incode.
Incode Forms, the no-code builder for onboarding questionnaires, saves B2C technology companies time and engineering resources by allowing them to design a questionnaire that is served to users who undergo onboarding, authentication, or identity verification experiences. With no development effort, they can orchestrate which questions are shown and when. Finally, they can prompt users with single-choice, multi-choice, or short-answer questions such as "What is your household's annual income?" "What city were you born in?" and "What size of loan would you like to request?"
"Incode Forms was an easy and fast solution for configuring our entire onboarding experience to maximize conversion while minimizing fraud. I can now direct my attention back to delivering value for our customers." - Jane Doe, Executive at ABC Hospitals.
To learn more, please contact our team here at Incode Technologies.
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