Ongoing · CISA shipped iOS-only, LISA/Phase 2 pending

One-Click Automation Setup

Role
Product Designer, sole designer on this project
Team
1 PM, 1 lead engineer, 1 data analyst, 2 frontend, 2 backend (AI squad)
Timeframe
1 sprint, ongoing
01. Problem

Automation and Splitter already existed, but weren't connected to the moment of intent. 65% of CISA users had zero automation set up, despite showing clear savings intent.

02. The fix

A one-tap flow: pre-filled amount based on CISA balance, Splitter pre-pointed at CISA, single confirm.

The actual one-tap confirm screen
03. Results
Automation adoption grew from 6% to 12.69% in 2 weeks (iOS only, clean control group).
New onboarding cohort automation and splitter activation rose from 4.3% to 21.8%.
Transfer-in conversion hit 48.3% vs. 22.9% for onboarding: higher intent, higher conversion.
04. What's next

Android rollout, transfer-in flow prioritization, LISA/Phase 2 pending.