

Users admitted that they were still waiting on a physical card so they can “test it out in a real store,” so I removed the virtual card.

Virtual card - Providing access to a virtual card initially tested well with users, but ultimately did not increase spend. Simplifying - I stripped away “nice to have” screens, removing PIN setting and virtual card from the flow, which moved up the funding screens, and increased funding by 14%Ĭommunication - I facilitated a relationship with marketing to revamp onboarding emails, which improved our communication to users in the crucial few days following registration.įunding - Informed by user testing, I introduced copy and visuals that messaged the prerequisite of funding before shipping users’ their physical cards.
STASH BANK REGISTRATION
Every week, Stash adds more than 25,000 new clients.In weekly design studios dedicated to user experience in the first 30 days, I focused on small wins for the registration funnel, validated by A/B tests and user testing:

Stash currently has more than 2.5 million Stash Learn subscribers and 1.2 million clients. Together with Invest and Retire, the Stash Platform gives everyone access to the tools and education needed to save and invest in their financial futures. In the body of the email, ask the support team to delete your account from. Add request to delete my Stash account or something similar to the subject line. To delete your Stash account completely, email their support team. You may also want to delete your Stash account completely. The banking service is the newest product in the Stash portfolio. Investment products and services provided by Stash Investments LLC, not Stride Bank, and are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. You have to contact customer support at (800) 205-5164. We're building our banking services to solve that and bring new tools, coaching and complete transparency to the process." "We dug deeper and discovered traditional banks offered very little guidance or tools to help Americans manage their money. It's simply crazy that the average American pays close to $300 a year in bank fees," said Ed Robinson, President and Co-Founder of Stash. "When we talked to our clients and analyzed their expenses, we were shocked by how much they were paying in fees.

Standard banking features including bill pay, direct deposit and Stash Debit Card. A proprietary, long-term financial security plan developed and backed by years of financial services experience. Personalized spend and bill tracker to give clients real-time feedback on their current money status, transactions and financial patterns.Īuto and Smart-Save features to automatically save small amounts and analyze historical spending to save the optimal amount of money day-by-day.Īccess to the Stash Plan. It’s a convenient and easy-to-use platform that could be a great choice. Stash's customized advice to help clients understand their money, reinforce positive behaviors and recognize those that put their financial dreams at risk. Stash is an investment app that combines features of a brokerage account and a robo-advisor with an online bank account.
STASH BANK FREE
Goal-based savings feature to help clients create customizable short-term and long-term goals to save for the specific things that matter most.įree bank accounts that are FDIC-insured with no fees, no minimum balance requirement and free access to the largest ATM network in the United States. We are pioneering ways to relieve stress and improve our clients' financial security for years to come," said Brandon Krieg, CEO and Co-Founder, Stash. Our new banking services will take that promise a step further. To join the Stash banking services waiting list, visit "When we launched the Stash platform, we redefined the financial services experience by providing affordable access and education to millions of Americans. The personalized banking experience will use new technology, data and simple recommendations to lead clients on a path toward healthy financial habits.
