Origin Financial user flows examples
Explore Origin Financial user flow examples. Preview the opening screens and steps for each task. All-in-one financial platform for budgeting, investing, and AI-powered planning
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User enters credentials or selects social/SSO options on split-screen sign-in form for Origin Financial
Authenticating to Origin Financial via split-screen sign-in form supporting social providers, SSO, or email and password
User creates an Origin Financial account via SSO options or email/password form with inline validation and social proof panels
User creates an Origin Financial account via SSO options or email/password form with validation and social proof panels
User sees loading screen then promotional paywall screens offering $1 one-year trial for Origin Financial with feature list and social proof
User encounters promotional paywall modals on dashboard, proceeds through Stripe checkout with discounted yearly offer, handles payment entry and errors, completes subscription upgrade
Onboarding flow prompting user to link primary bank accounts via search or selection for subscription detection and cash flow insights, with skip confirmation modals
Onboarding sequence introducing the AI Advisor feature through interstitials, account connection prompts, and personalized financial insights before entering the main app experience
Manually adding a checking account by entering name, balance, and start date in a modal opened from the home dashboard
User adds a savings account manually from the personal finance dashboard by selecting asset type then completing multi-step form modals for account name, balance, type, and start date
User reviews annual membership details then manages subscription, payment methods, and invoices in Stripe portal
Manually add a new transaction via drawer form with merchant, amount, category, date and account fields, then view the updated list with summary metrics
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