SaFi Bank Space : 🚀 Onboarding

Flow in Figma: https://www.figma.com/file/dkDQHRa1zq7tU58MiL6hBR/SaFi---UI---MVP-(Shared)?node-id=79%3A4976

Initial copy

Updated copy - Formal
(Vacuumlabs)

Approved copy - Formal
(Lee)

Updated copy - Informal
(Lee)

Tagalog - Formal
(Lee)

Tagalog - Informal
(Lee)

Notes

1

-vKYC-

2

One last step,
you’re almost there

One last step,
you’re almost there

One last step,
you're almost there

Just one last thing real quick

3

Have a quick 30 seconds video call to verify yourself. Turn up the volume so you can
hear us.

Have a quick 30 seconds video call to verify yourself. Turn up the volume so you can
hear us.

Get verified with a quick 30-second video call. Don't forget to turn up the volume so you can hear us.

We just want to make sure you're for real! Get verified with a quick 30-second video call. Turn up the volume so you can hear us. 🔊

4

General instructions

General instructions

Reminders

Here's what you gotta do

5

Prepare your physical ID

Have a stable internet connection

Take off your mask and cap

Enable browse mic & camera

Prepare your physical ID

Have a stable internet connection

Take off your mask and headwear

Enable browse mic & camera

Have your valid ID ready
Make sure you have stable internet connection
Remove your face mask and any headwear
Enable your mic and camera

Have your valid ID ready
Let's go steady.. with your internet connection
No face mask, no hats, but definitely keep your clothes on!
Get your mic and camera ready

6

Schedule for later

I’m ready!

Schedule for later

I’m ready!

Schedule for later
I'm ready

Schedule for later
Let's go!

7

Please wait.
We are connecting you with Britany

Please wait, we are connecting you with Britany

Please wait while we connect you with [agent's name].

Just a sec, we are connecting you with [agent's name].

8

Schedule call for late

Schedule for later

Schedule call for later

Schedule call for later

9

Tell us, when we
can reach you

Tell us when we
can reach you

Let us know when we can call you

When are you free for a quick video call?

10

Select date

15 August 2022, Monday

Select time

12:15 AM

Select date

15 August 2022, Monday

Select time

12:15 am

Select date
15 August 2022, Monday
Select time
12:15 PM

Select date
15 August 2022, Monday
Select time
12:15 PM

11

Schedule

Schedule

Schedule

Schedule

12

Please enable notifications,
so we can reach you

Please enable notifications,
so we can reach you

Enable notifications so you don't miss our call and updates

We'll ring you! Enable notifications so you don't miss our call and updates

13

Enable notifications

Enable notifications

Enable notifications

Enable notifications

14

Enable notification, so we can reach you ?

Do you agree to enable notifications?

I agree to enable notifications

I agree to enable notifications

15

While using the app

Only this time

Deny

While using the app

Only this time

Deny

While using the app
Only this time
Maybe later

While using the app
Only this time
Maybe later

16

see copy 8-11

17

Your call is scheduled.
We are looking forward to seeing you

Your call is scheduled.
We are looking forward to seeing you.

Your call is scheduled. We're excited to see you!

Yay! Your call is scheduled. See you soon!

18

The call is sheduled
on 15 Aug 2022 at 12:15 AM.
We will notify you a day before.

The call is scheduled
on 15 Aug 2022 at 12:15 am.
We will notify you a day before.

Your call is scheduled on 15 Aug 2022 at 12:15 AM. We will notify you a day before.

Your call is scheduled on 15 Aug 2022 at 12:15 AM. We will notify you a day before.

19

Change date

Change date

Change date

Change date

20

-welcome screen-

21

Loading app

Loading app

Loading app

Loading app

22

Grow your future safely and securely

Grow your future safely and securely

Protect your money with us 24/7

We'll protect you 24/7

23

Get started

Get started

Get started

Let's do this!

24

Already have an account? Sign in

Already have an account? Sign in

Already have an account? Sign in

Got an account? Sign in!

25

Get an instant
loan

Get an instant
loan

Reach us for help in just 20 seconds

Sign up super fast in less than 5 mins

26

Get started

Get started

Get started

Let's do this!

27

Already have an account? Sign in

Already have an account? Sign in

Already have an account? Sign in

Got an account? Sign in!

28

24/7 account protection and assistance

24/7 account protection and assistance

Sign up in less than 5 minutes

High savings interest rate forever

29

Get started

Get started

Get started

Let's do this!

30

Already have an account? Sign in

Already have an account? Sign in

Already have an account? Sign in

Got an account? Sign in!

31

View your balance even without internet

No net, no problem! Use the app offline

[PM] Additional USP screen. Total of 5 screens on introduction screen

32

Get started

Get started

Get started

Let's do this!

33

Already have an account? Sign in

Already have an account? Sign in

Already have an account? Sign in

Got an account? Sign in!

34

Earn high savings interest rate forever

It's all so simple

[PM] Additional USP screen. Total of 5 screens on introduction screen

35

Get started

Get started

Get started

Let's do this!

36

Already have an account? Sign in

Already have an account? Sign in

Already have an account? Sign in

Got an account? Sign in!

37

35% Loading app

35% Loading app

38

The first step to start saving

Your first step to start saving / Start saving now / Saving is easy / Get smart with your finances/ Get smart and start saving/ Your financial goals are within your reach

Grow your future safely and securely with us

Hey, BFF! We'd love for you to grow your future safely and securely with us

[PM] Remove since this is covered in rows 22-36

39

High savings interest rate forever

High savings interest rate forever

40

Save for different goals, earn interest, and withdraw at any time

Save for different goals, earn interest, and withdraw at any time / Achieve your goals, earn interest, and withdraw at any time / Set up your goals, earn interest, and withdraw at any time

  • We'll protect you 24/7

  • Sign up super fast in less than 5 mins

  • High savings interest rate forever

  • It's all very simple

  • We'll protect you 24/7

  • Sign up super fast in less than 5 mins

  • High savings interest rate forever

  • It's all very simple

These copies have been excluded from the Onboarding screens.

[PM] remove since this is covered in rows 22-36

41

Lee to propose what features we want to promote on the introduction screen

[PM] please see rows 22-36

42

Get started

Get started

Get started

Let's do this!

43

Already have an account? Sign in

Already have an account? Sign in

Already have an account? Sign in

Got an account? Sign in!

44

SaFi general principles

SaFi general principles

SaFiBank General Principles

Our terms, plain and simple

45

We value and respect your privacy and the use of your personal data.

We respect your privacy and the use of your personal data / We care for your privacy and your personal data / Your personal data is fully safe with us / We guarantee the safety of your personal data

We will always keep your personal data safe.

Your data and secrets are safe with us 😉

one of the options needs to be approved

46

You will always be in control. We will only use what is required and keep it secure at all times.

Your safety is our priority. We will only use what is needed and promise to keep it secure at all times.

We will only use the data we need, and we promise to keep this secure.

You're the boss. We'll only use the data we need, and we pinky promise to always keep it secure.

47

The Privacy Policy, Terms of Use, and T&Cs (“Terms”) govern your personal data, your use of the app and provide important information about the product and service.

The Privacy Policy, Terms of Use, and T&Cs ("Terms") govern the use of the app, your personal data, and provide important details about the product

The following govern use of the app, your personal data, and provide important details about our products:
Privacy Policy
Terms of Use
T&Cs ("Terms")

These guide you on the use of the app, your personal data, and gives you all the details about our products:
Privacy Policy
Terms of Use
T&Cs (“Terms”)

48

We will inform you every time we update the Terms in your account. You may check the latest version on our website.

We will inform you every time we update the Terms in your account. You can check the latest version on our website.

You only need to accept the Terms once. This will cover everything.

You'll be the first to know if we make any changes to our Terms. Check out our latest version on our website.

49

You will only need to accept the Terms once, which will apply to all of your personal data, the app and all products and services.

You only need to agree to the Terms once. It covers everything, including your personal data, the app, and all products and services / The Terms apply to all of your personal data, the app and all products and services. You will only need to accept them once.

We will inform you any time we update these Terms. View them on our website.

Our Terms cover everything. Just accept them once and that's it, we're all good.

one of the options needs to be approved

50

I confirm that I have read, understood and agree to the full Privacy Policy, Terms of Use of the App, and the Terms and Conditions for the products.

I confirm that I have read, understood and agreed to the Privacy Policy, Terms of Use and Terms and Conditions.

I confirm that I have read, understood, and agreed to the Privacy Policy, Terms of Use, and Terms and Conditions.

Gotcha! I've read, understood, and agree to the Privacy Policy, Terms of Use, and Terms and Conditions.

51

Continue

Continue

Continue

Let's do this!

52

Open SaFi Bank Account

Open SaFi Bank Account

Open a SaFiBank Account

Open a SaFiBank Account

53

Follow these steps to open and activate your account. It only takes a few minutes.

Follow these steps to open and activate your account. It’s fast and simple. / Follow these quick steps to open your account and start saving today.

Follow these easy steps to open an account. It’s fast, simple, safe, and secure.

It's super fast, easy, safe and secure to open an account. We swear, it will only take you a few minutes. Here's how it works.

one of the options needs to be approved

54

Sign up

Sign up

Sign up

Sign up

55

Create your account using your email and phone number

Create your account using your e-mail and phone number

Start with your email and phone number

Start with your email and phone number

56

Identity verification

Identity verification

Identity verification

Identity verification

57

Scan your ID and fill in personal details

Scan your ID and fill in your personal details.

All you need is just 1 ID

You literally just need 1 ID

58

Facial verification

Facial verification

Facial verification

Facial verification

59

Prove that you’re a real person and not someone trying to steal your identity

Prove that you’re a real person and not someone trying to steal your identity.

Prove that you're a real person

Are you for real? Prove it!

60

More information about you

More information about you

Your information

Your information

61

We need to know a little bit more about you to be able to provide you all the great services we have in store for you

We need to know a little bit more about you so we can provide you with all the great services you deserve / Getting to know you a little better will help us provide all the great services we have in store

So you can avail of our pre-approved credit products

We would love to have you avail of our pre-approved credit products

one of the options needs to be approved

62

Create account

Create account

Create my account

Sign me up

63

Words do matter

Words do matter

Words matter

Words matter

64

Understanding each other is extremely important for us. Please select your preferred way of communication.

Understanding each other is extremely important to us. Choose the tone of communication you feel comfortable with.

Understanding each other is extremely important to us. Choose the tone of voice you feel comfortable with.

We want to understand you better. Choose how you want us to talk to you.

65

Formal

Formal

Formal

Formal

66

Good morning! How are you? If you would rather keep the conversation more formal, choose this option

Good morning! How are you? If you’d rather keep our conversation more formal, choose this option.

Good day! How are you? If you’d rather keep our conversation more formal, select this option.

Good day! How are you? If you’d rather keep our conversation more formal, select this option.

This example will be updated once we have a clear definition of formal / friendly ToV across app (where it makes sense to change the tone, what is the right tone for both options).

67

Friendly

Friendly

Friendly

Friendly

68

Hey how's it going? If a laid back and relaxed style would suit you more, choose this option

Hey how's it going? If a laid-back and relaxed style suits you more, choose this option.

'Sup! If you'd rather go with a chill vibe, this is the option for you.

'Sup! If you'd rather go with a chill vibe, this is the option for you.

This example will be updated once we have a clear definition of formal / friendly ToV across app (where it makes sense to change the tone, what is the right tone for both options).

69

Continue

Continue

Continue

Continue

70

Sign up

Sign up

Sign up

Sign up

71

Let’s get you set up

Let’s get you set up

Let’s get started

Let's do this

72

Please use your active e-mail and a phone number, we’ll send you a verification code soon.

Please use your active e-mail and phone number, we’ll send you a verification code soon.

Your safety is our utmost priority. Please provide the details below so we can send you a verification code for added protection.

We need your active email and phone number so we can send you something. Hint: It's a verification code.

73

Email

E-mail

Email Address

Email Address

74

Phone number

Phone number

Phone number

Phone number

75

Continue

Continue

Continue

Continue

76

Sign up

Sign up

Sign up

Sign up

77

Verify phone number

Verify phone number

Verify phone number

Verify phone number

78

Please enter the verification code we sent via SMS to +63 12****0000.

Please enter the verification code we sent via SMS to +63 91****8650.

Please enter the One-Time-Password (OTP) we sent you via SMS to +63 9*****8650.

You got it? Enter the One-Time-Password (OTP) we sent you via SMS to +63 9*****8650.

79

Didn’t receive SMS? Resend

Didn’t receive SMS? Resend

Didn’t receive an SMS? Resend

Didn’t get it? Resend

80

Sign up

Sign up

Sign up

Sign up

81

Create passcode

Create passcode

Create passcode

Create passcode

Passcode to Password change not ready from design/copy perspective, will be updated once confirmed.

82

Passcode is a 6-digit PIN you’ll use to log in.

Passcode is a 6-digit PIN you’ll use to log in.

This is a 6-digit PIN you’ll use to log in. Remember: Never share your passcode to anyone.

This is a 6-digit PIN you’ll use to log in, so keep it safe and don't share it to strangers đŸ€«

83

Continue

Continue

Continue

Continue

84

Sign up

Sign up

Sign up

Sign up

85

Repeat passcode

Repeat passcode

Repeat password

Repeat password

86

Passcode is a 6-digit PIN you’ll use to log in.

Passcode is a 6-digit PIN you’ll use to log in.

This is a 6-digit PIN you’ll use to log in. Remember: Never share your passcode to anyone.

This is a 6-digit PIN you’ll use to log in, so keep it safe and don't share it to strangers đŸ€«

87

Continue

Continue

Submit

Submit

88

See rows 49-59

89

Start identity verification

Start identity verification

Start identity verification

Start identity verification

Same content (steps), different button

90

Identity verification

Identity verification

Identity verification

Identity verification

91

Proof of identity

Proof of identity

Proof of identity

Proof of identity

92

Please provide a proof of your identity.

Let’s verify your identity

You just need 1 ID

So easy, all you need is 1 ID!

93

Method of verification

Method of verification

Valid IDs

Valid IDs

94

Passport

Passport

Unified Multi-Purpose ID

Unified Multi-Purpose ID

95

Driver’s License

Driver’s License

SSS ID

SSS ID

96

SSS ID

SSS ID

TIN ID

TIN ID

97

PhilSys ID

PhilSys ID

PhilSys ID

PhilSys ID

98

Unified Multi-Purpose ID

Unified Multi-Purpose ID

Driver’s License

Driver’s License

99

Show more documents

Show more documents

Show more

Show me more

100

By continuinig you confirm not being a PEP or US citizen

By continuing you confirm not being a PEP - Pilitically Exposed Person or US citizen.

By continuing, you confirm that you are not a Politically Exposed Person (PEP), a relative of a PEP, or a US person/citizen.

If you continue, you promise that you're not a Politically Exposed Person (PEP), a relative of a PEP, or a US person/citizen.

101

Continue

Continue

Continue

Continue

102

Who are PEP - politically exposed persons ?

Who are PEP - politically exposed persons?

Who are Politically Exposed Persons (PEP)?

Who are Politically Exposed Persons (PEP)?

103

Holds public position in (a) the Philippines; (b) a foreign State; or (c) an international organisation.
“Immediate Family Member” refers to individuals related to the PEP within the second degree of consanguinity or affinity (i.e., spouse, children, grandchildren, parents, grandparents, and siblings, including in laws up to the same degree), known to be:
a. Joint beneficial ownership of a legal entity or legal arrangement with the main/principal PEP; or
b. Sole beneficial ownership of a legal entity or legal arrangement that is known to exist for the benefit of the main/principal PEP.
“Close Relationship/Associate” refers to persons who are widely and publicly known, socially or professionally, to maintain a particularly close relationship with the PEP, and include persons who are in a position to conduct substantial domestic and international financial transactions on behalf of the PEP

Holds a public position in (a) the Philippines; (b) a foreign state; or (c) an international organization.
“Immediate Family Member” refers to individuals related to the PEP within the second degree of consanguinity or affinity (i.e., spouse, children, grandchildren, parents, grandparents, and siblings, including in laws up to the same degree), known to be:
a. Joint beneficial ownership of a legal entity or legal arrangement with the main/principal PEP; or
b. Sole beneficial ownership of a legal entity or legal arrangement that is known to exist for the benefit of the main/principal PEP.
“Close Relationship/Associate” refers to persons who are widely and publicly known, socially or professionally, to maintain a particularly close relationship with the PEP, and include persons who are in a position to conduct substantial domestic and international financial transactions on behalf of the PEP.

Holds a public position in the Philippines, a foreign state, or an international organization. PEPs include immediate family members (spouse/partner, children and their spouses, parents and parents-in-law) and close relationships. They are known to have: Joint beneficial ownership of a legal entity or legal arrangement with the main PEP. Sole beneficial ownership of a legal entity or legal arrangement that exists for the benefit of the main PEP.

Holds a public position in the Philippines, a foreign state, or an international organization. PEPs include immediate family members (spouse/partner, children and their spouses, parents and parents-in-law) and close relationships. They are known to have: Joint beneficial ownership of a legal entity or legal arrangement with the main PEP. Sole beneficial ownership of a legal entity or legal arrangement that exists for the benefit of the main PEP.

104

Close

Close

Close

Close

105

Who are US citizens ?

Who are US citizens ?

-remove-

-remove-

Confirmed with Ivy that we can remove this part

UPD: This is still in UI

106

A US Person is a U.S. citizen or a resident individual, a partnership or corporation organized in the United States or under the laws of the United States or any state thereof, a trust where a court within the United States would have authority under applicable law to render orders or judgments concerning substantially all issues regarding administration of the trust, or where one or more U.S. persons have the authority to control all substantial decisions of the trust, or an estate of a decedent that is a citizen or resident of the United States.

A US Person is a U.S. citizen or a resident individual, a partnership or corporation organized in the United States or under the laws of the United States or any state thereof, a trust where a court within the United States would have authority under applicable law to render orders or judgments concerning substantially all issues regarding administration of the trust, or where one or more U.S. persons have the authority to control all substantial decisions of the trust, or an estate of a decedent that is a citizen or resident of the United States.

-remove-

-remove-

Confirmed with Ivy that we can remove this part

UPD: still in the UI

107

Close

Close

Close

Close

108

Allow SaFi to take pictures and record video?

Allow SaFi to take pictures and record video?

Allow SaFiBank to take pictures and record videos?

Allow us take photos and record videos?

109

We will use it to scan your ID

We will use it to scan your ID

Your safety and security is our utmost priority. We'll use this to scan your ID.

No wacky poses please. We'll keep it safe, promise 😉

110

While using the app

While using the app

While using the app

While using the app

111

Only this time

Only this time

Only this time

Just once

112

Deny

Deny

Deny

Nope

113

Allow SaFi to acces photos and media on your device?

Allow SaFi to access photos and media on your device?

Allow SaFiBank to access photos and media on your device?

Allow us to access photos and media on your device?

114

We will use it to upload your ID from your gallery

We will use it to upload your ID from your gallery.

Your safety and security is our utmost priority. We will use it to upload your ID from your gallery.

Don't worry, we won't share your stuff to anyone. For our eyes only 👀

115

Upload photo

Upload photo

Upload photo

Upload photo

116

Front page

Front side

Front

Front

117

Position all 4 corners of the FRONT clearly in the frame.

Position all 4 corners of the FRONT clearly in the frame / Place the 4 front corners clearly in the frame/ Put the 4 FRONT corners clearly in the frame.

Place all 4 corners of the FRONT of your ID clearly in the frame.

Up for a challenge? I dare you to put all corners of the FRONT ID in the frame.

one of the options needs to be approved

118

Your data are all secured with encryption.

Your data is all secured with encryption.

Your data is fully secured with encryption.

For our eyes only 👀 It's all encrypted so your secrets are safe with us.

119

Identity verification

Identity verification

Identity verification

Identity verification

120

Front of card

Front of the card

Front of your ID

Front of your ID

121

Make sure you details are clear and unobstructed

Make sure your details are clear and unobstructed

Make sure your details are clear

Flex it! Make sure it's all clear.

122

My ID is readable

My ID is readable

Confirm

All good

123

Retake photo

Retake photo

Retake photo

Retake photo

124

Your data are all secured with encryption.

Your data is all secured with encryption.

Your data is fully secured with encryption.

For our eyes only 👀 It's all encrypted so your secrets are safe with us.

125

Identity verification

Identity verification

Identity verification

Identity verification

126

Back page

Back side

Back of your ID

Back

127

Make sure you details are clear and unobstructed

Make sure your details are clear and unobstructed

Make sure your details are clear

All good? Make sure it's all clear

128

My ID is readable

My ID is readable

Confirm

All good

129

Retake photo

Retake photo

Retake photo

Retake photo

130

Your data are all secured with encryption.

Your data is all secured with encryption.

Your data is fully secured with encryption.

For our eyes only 👀 It's all encrypted so your secrets are safe with us.

131

Identity verification

Identity verification

Identity verification

Identity verification

132

Personal information

Personal information

Personal information

Personal information

133

We need your personal details to verify your identity and open your account.

We need your personal details to verify your identity and open your account.

Please provide your personal details to verify your identity and open your account.

Almost done. We just need some of your details to confirm you're real and open your account.

134

First name (legal)

First name (legal)

First name

First name

135

Middle name

Middle name

Middle name

Middle name

136

Last name (legal)

Last name (legal)

Last name

Last name

137

Gender

Gender

Gender

Gender

138

Date of birth

Date of birth

Date of birth

Date of birth

139

Place of birth

Place of birth

Place of birth

Place of birth

140

Nationality

Nationality

Nationality

Nationality

141

Continue

Continue

Continue

Continue

142

Allow SaFi to access this device’s location?

Allow SaFi to access this device’s location?

Allow SaFiBank to access this device’s location?

Allow us to access your device’s location?

143

Based on your location, we will prevent the possible misuse of your account

Based on your location, we will prevent the possible misuse of your account.

By doing so, we can prevent the possible misuse of your account.

We just want to keep you extra safe and not let anyone else access your account.

144

Allow SaFi to make and manage phone calls?

Allow SaFi to make and manage phone calls?

Allow SaFiBank to make and manage phone calls?

Allow us to make and manage phone calls?

145

We will use it to call our customer support

We will use it to call our customer support

We will use it to call our customer support.

We won't prank call you! We'll use it just in case you want to reach us

146

Identity verification

Identity verification

Identity verification

Identity verification

147

Residental address

Residential address

Residential address

Residential address

148

We need your home address where we can reach you.

We need your home address where we can reach you.

For added security, we need your home address so we know where we can send your Welcome Kit.

Who wants a Welcome Kit? I know you do!
Let us know how we can reach you so we can send it to you.

149

Select country of residence

Select country of residence

Country of residence

Country of residence

150

Province

Province

Province

Province

151

City/Municipality

City/Municipality

City

City

152

Barangay

Barangay

Barangay

Barangay

153

Street and number

Street and number

Street and number

Street and number

154

Zip Code

Zip Code

Zip Code

Zip Code

155

Continue

Continue

Continue

Continue

156

Re-check before proceeding

Re-check before proceeding

Verify before proceeding

One last check

157

Personal info

Personal info

Personal info

Personal info

158

Residential address

Residential address

Residential address

Residential address

159

Looks good! Continue

Looks good! Continue

Proceed

Looks good!

160

Start identity verification

Start identity verification

Start facial verification

Start facial verification

Same content (steps), different button

161

Liveness check

Liveness check

Liveness check

Liveness check

162

We need to check you’re a real person.

We need to check you’re a real person.

Keeping your account secure is important to us so we will need to see if you're a real person.

Yes, we know. We're super protective. We just want to keep you safe so we need to know if you're for real.

163

General instructions

General instructions

Instructions

Here’s how

164

Make sure your entire face is clear

Avoid wearing glasses or headwear

Make sure to have enough lighting

Make sure your entire face is clear

Avoid wearing glasses or headwear

Make sure to have enough lighting

Make sure your entire face is visible Remove your glasses or any headwear
Make sure you have enough lighting

  • Show us your whole face, but no wacky poses please đŸ€Ș

  • No glasses, no hats, but definitely keep your clothes on!

  • All it takes is good lighting and your killer smile

165

I’m ready!

I’m ready!

I’m ready!

Let’s go!

166

Facial verification

Facial verification

Facial verification

Facial verification

167

Position your entire face into the frame.

Position your entire face into the frame.

Position your entire face in the frame.

Show us that killer smile

168

35% Verifying

35% Verifying

35% Verifying

35% Verifying

169

Your data are all secured with encryption.

Your data is all secured with encryption.

Your data is fully secured with encryption.

For our eyes only 👀 It's all encrypted so your secrets are safe with us.

170

Liveness check

Liveness check

Liveness check

Liveness check

171

We need to check you’re a real person.

We need to check if you’re a real person.

Keeping your account secure is important to us so we will need to see if you're a real person.

Yes, we know. We're super protective. We just want to keep you safe so we need to know if you're for real.

172

General instructions

General instructions

Instructions

Here’s how

173

Make sure your entire face is clear

Avoid wearing glasses or headwear

Make sure to have enough lighting

Make sure your entire face is clear

Avoid wearing glasses or headwear

Make sure to have enough lighting

Make sure your entire face is visible Remove your glasses or any headwear
Make sure you have enough lighting

  • Show us your whole face, but no wacky poses please đŸ€Ș

  • No glasses, no hats, but definitely keep your clothes on!

  • All it takes is good lighting and your killer smile

174

Continue

Continue

Submit

Submit

175

Take assessment

Take assessment

Provide info

Let's get personal

Same content (steps), different button

176

About you

About you

About you

About you

177

What is the main purpose of opening the Advance Bank account?

What do you need the Advance Bank account for?

What is your main purpose of opening a SaFiBank account?

What's your SaFiBank account for?

178

Saving / Investment

Saving / Investment

Savings / Investment

Savings / Investment

179

Salary

Salary

Salary

Salary

180

Business

Business

Business

Business

181

Other

Other

Other

Other

182

Continue

Continue

Continue

Continue

183

About you

About you

About you

About you

184

Source of income

Source of income

Source of income

Source of income

185

What is your primary source of income?

What is your primary source of income?

What is your primary source of income?

Where does your money come from?

186

Salary / Pension

Salary / Pension

Salary / Pension

Salary / Pension

187

Return of Investment

Return of Investment

Investment

Investment

188

Dividend

Dividend

-Remove-

-Remove-

remove dividend

189

Inheritance

Inheritance

Inheritance

Inheritance

190

Remittance

Remittance

Remittance

Remittance

191

Other

Other

Other

Other

192

Continue

Continue

Continue

Continue

193

About you

About you

About you

About you

194

Occupation

Occupation

Occupation

Occupation

195

What is your occupation?

What is your occupation?

What is your occupation?

What do you do?

196

Private Company Employee

Private Company Employee

Private Company Employee

Private Company Employee

197

Part-time Employee

Part-time Employee

Part-time Employee

Part-time Employee

198

Government Employee

Government Employee

Government Employee

Government Employee

199

Business Owner

Business Owner

Business Owner

Business Owner

200

Student

Student

Student

Student

201

Freelancer

Freelancer

Freelancer

Freelancer

202

Retired

Retired

Retired

Retired

203

Unemployed

Unemployed

Unemployed

Unemployed

204

Continue

Continue

Continue

Continue

205

About you

About you

About you

About you

206

Job industry

Job industry

Job industry

Job industry

207

What kind of industry do you work in?

Which industry do you work in?

Which industry do you work in?

Which industry do you work in?

208

Finance, Telco, Communication, IT

Finance, Telco, Communication, IT

Wholesale and retail

Wholesale and retail

209

Bussiness Services (BPO, Call centers, Sales agents... )

Business Services (BPO, Call centers, Sales agents... )

Agriculture

Agriculture

210

Real Estate & Renting

Real Estate & Renting

Construction

Construction

211

Agriculture

Agriculture

Production and manufacturing

Production and manufacturing

212

Food & Beverage

Food & Beverage

Transportation and warehousing

Transportation and warehousing

213

Production and Manufacture

Production and Manufacture

Military or police

Military or police

214

Mining, Electricity, Gas, Water ‹Distribution

Mining, Electricity, Gas, Water ‹Distribution

Self-employed

Self-employed

215

Construction

Construction

Finance, Telco, Communication, IT

Finance, Telco, Communication, IT

216

 Education

 Education

BPO (Call center)

BPO (Call center)

217

Health and Social Work

Health and Social Work

Real Estate & Renting

Real Estate & Renting

218

Wholesale & Retail trade

Wholesale & Retail trade

Electricity, Gas, and Water Distribution

Electricity, Gas, and Water Distribution

219

Hotels & Restaurant

Hospitality / Hotels & Restaurants

Education

Education

220

Self-employed

Self-employed

Health and Social Work

Health and Social Work

221

Media

Media

Hospitality / Hotels & Restaurants

Hospitality / Hotels & Restaurants

222

Government service

Government service

Media

Media

223

Military, Police

Military, Police

Government

Government

224

Others

Other

Others

Others

225

Continue

Continue

Continue

Continue

226

About you

About you

About you

About you

227

Monthly income

Monthly income

Monthly income

Monthly income

228

What’s your monthly income?

How much do you earn per month?

How much do you earn per month?

How much do you make monthly?

229

Less than 24K

Less than 24K

Less than 24K

Less than 24K

230

24K - 48K

24K - 48K

24K - 48K

24K - 48K

231

48K - 72K

48K - 72K

48K - 72K

48K - 72K

232

72K - 96K

72K - 96K

72K - 96K

72K - 96K

233

96K - 120K

96K - 120K

96K - 120K

96K - 120K

234

Over 120K

Over 120K

Over 120K

Over 120K

235

Continue

Continue

Continue

Continue

236

Employment duration

Employment duration

Employment duration

Employment duration

237

How long have you been employed?

How long have you been employed?

How long have you been employed?

How long have you been working?

238

Less than 6 months (probationary)

Less than 6 months (probationary)

Less than 6 months

Less than 6 months

239

More than 6 months, less than 1 year

More than 6 months, less than 1 year

More than 6 months but less than 1 year

More than 6 months but less than 1 year

240

1 - 3 years

1 - 3 years

1 - 3 years

1 - 3 years

241

3 - 5 years

3 - 5 years

4 - 5 years

4 - 5 years

242

More than 5 years

More than 5 years

More than 5 years

More than 5 years

243

Continue

Continue

Continue

Continue

244

Save with SaFi Bank Value Plans

Save with SaFi Bank Value Plans

Save with SaFiBank Value Plans

Save with SaFiBank Value Plans

245

Do you know that you are constantly being charged transaction fees?

Do you know that you are constantly being charged transaction fees?

Do you know that you are constantly being charged fees for every transaction?

OMG, did you know that you get charged with fees for every transaction?

246

We made prepaid plans designed for you to save on your usual transactions.

Our prepaid plans are designed to save you money on your usual transactions / Our prepaid plans are tailored to save you money on your usual transactions / We’ve designed our prepaid plans to save you money on your usual transactions

Our Value Plans are designed to save you money on your transactions.

Here's a secret.. you can get more savings with our Value Plans.

247

You’ll save hundreds of Pesos on fees! Just choose any of our Value plans that match your monthly needs.

You’ll save hundreds of Pesos on fees! Just choose one of our Value plans that matches your monthly needs.

Save thousands of pesos on fees. Select the plan that matches your needs.

Yes to lesser fees! Save thousands when you choose a plan that's best for you.

248

We won’t charge you until you start using your account.

You won’t be charged until you start using your account

You won’t be charged until you start using your account.

We're cool 'cos we won't charge you until you start using your account. Just for you.

249

See available plans

See available plans

See available plans

See available plans

250

Choose plan that best suits your needs

Choose the plan that best suits your needs

Select the best plan for you

Choose the best plan for you

251

Smart

Smart

Smart

Smart

252

Growth

Growth

Growth

Growth

253

All-star

All-star

All-star

All-star

254

99/month

99/month

99/month

99/month

255

On average you save P126.00 compared to value of similar products based on standard market conditions.

On average, you save P126.00 compared to the value of similar products based on standard market conditions.

On average, you save ₱181 compared to the value of similar products based on standard market conditions.

Save about ₱181 compared to similar products.

256

Plan included

Plan included

Plan inclusions

Plan includes

257

2x free ATM withdrawals

2x free cash-in

1x free debit card

Available credit products

2x free ATM withdrawals

2x free cash-in

1x free debit card

Available credit products

2x Free ATM withdrawals
2x Free cash-ins
Free debit card
Available credit products

2x Free ATM withdrawals
2x Free cash-ins
Free debit card
Available credit products

258

Free for the first 30 days. Then ₱99.00/month.

Free for the first 30 days. Then ₱99.00/month.

FREE for the first 30 days. Then ₱99.00/month.

FREE for the first 30 days. Then ₱99.00/month.

259

Continue with Smart

Continue with Smart

Continue with Smart

Continue with Smart

260

Choose plan that best suits your needs

Choose the plan that best suits your needs

Select the best plan for you

Choose the best plan for you

261

Smart

Smart

Smart

Smart

262

Growth

Growth

Growth

Growth

263

All-star

All-star

All-star

All-star

264

199/month

199/month

199/month

199/month

265

On average you save P126.00 compared to value of similar products based on standard market conditions.

On average, you save P126.00 compared to the value of similar products based on standard market conditions.

On average, you save ₱571 compared to the value of similar products based on standard market conditions.

Save about ₱571 compared to similar products.

266

Plan included

Plan included

Plan inclusions

Plan includes

267

7x free ATM withdrawals

3x free cash-in

5x free transfers or bill payments

3x free top-up (mobile & gaming)

1x free debit card

2x free domestic remittance

Available credit products

7x free ATM withdrawals

3x free cash-in

5x free transfers or bill payments

3x free top-up (mobile & gaming)

1x free debit card

2x free domestic remittance

Available credit products

7x Free ATM withdrawals
3x Free cash-ins
5x Free fund transfers or bill payments
3x Free mobile & gaming top-up
Free personalized debit card
2x Free domestic remittance
Available credit products

7x Free ATM withdrawals
3x Free cash-ins
5x Free fund transfers or bill payments
3x Free mobile & gaming top-up
Free personalized debit card
2x Free domestic remittance
Available credit products

268

Free for the first 30 days. Then ₱199.00/month.

Free for the first 30 days. Then ₱199.00/month.

FREE for the first 30 days. Then ₱199.00/month.

FREE for the first 30 days. Then ₱199.00/month.

269

Continue with Growth

Continue with Growth

Continue with Growth

Continue with Growth

270

Choose plan that best suits your needs

Choose the plan that best suits your needs

Select the best plan for you

Choose the best plan for you

271

Smart

Smart

Smart

Smart

272

Growth

Growth

Growth

Growth

273

All-star

All-star

All-star

All-star

274

299/month

299/month

299/month

299/month

275

On average you save P126.00 compared to value of similar products based on standard market conditions.

On average, you save P126.00 compared to the value of similar products based on standard market conditions.

On average, you save ₱1,141 compared to the value of similar products based on standard market conditions.

Save around ₱1,141 compared to similar products.

276

Plan included

Plan included

Plan inclusions

Plan includes

277

10x free ATM withdrawals

10x free cash-in

10x free transfers or bill payments

10x free top-up (mobile & gaming)

1x free debit card

3x free domestic remittance

Available credit products

10x free ATM withdrawals

10x free cash-in

10x free transfers or bill payments 10x free top-up (mobile & gaming)

1x free debit card

3x free domestic remittance

Available credit products

10x Free ATM withdrawals
10x Free cash-ins
10x Free fund transfers or bill payments
10x Free mobile & gaming top-up
Free personalized debit card
3x Free domestic remittance
Available credit products

10x Free ATM withdrawals
10x Free cash-ins
10x Free fund transfers or bill payments
10x Free mobile & gaming top-up
Free personalized debit card
3x Free domestic remittance
Available credit products

278

Free for the first 30 days. Then ₱299.00/month.

Free for the first 30 days. Then ₱299.00/month.

FREE for the first 30 days. Then ₱299.00/month.

FREE for the first 30 days. Then ₱299.00/month.

279

Continue with All-star

Continue with All-star

Continue with All-star

Continue with All-star

280

Please wait, your information are being verified

Please wait, your information is being verified

Please wait. Your information is being verified.

Hang tight while we verify your info.

281

35% Verifying

35% Verifying

35% Verifying

35% Verifying

282

Welcome to SaFi

Welcome to SaFi

-remove-

-remove-

283

Your account is ready to serve you.‹Take a look around!

Your account is ready to serve you.‹Take a look around! / Your account is all set up and ready.‹ Take a look around!

Your account is ready. Take a look around!

You're all set! Wasn't that easy?

one of the options needs to be approved

284

Please, don’t forget to top up your funds in 7 days.

Please, don’t forget to top up your funds in 7 days.

-remove-

-remove-

285

Top up funds

Top up funds

Cash-in now

Cash-in now

286

Start using SaFi Bank

Start using SaFi Bank

Start using SaFiBank

Start using SaFiBank

287

-sign in-

Sign In

Sign In

288

Sign in

Sign in

Sign in

Sign in

289

Sign in to SaFi

Sign in to SaFiBank

Sign in to SaFiBank

Sign in to SaFiBank

290

Enter your phone number

Enter your phone number

Enter your phone number

Nice to see you again! 👋 Enter your phone number.

291

Philippines (+63)

Philippines (+63)

Philippines (+63)

Philippines (+63)

292

Enter number

Phone number

Phone number

Phone number

293

Sign in

Sign in

Sign in

Sign in

294

Enter your passcode

Enter your passcode

Enter your passcode

Enter your passcode

295

Passcode is a 6-digit PIN you’ve created during onboarding

Passcode is a 6-digit PIN you’ve created during onboarding

Your passcode is the 6-digit PIN you created when you registered

Your passcode is the super secret 6-digit PIN you created when you signed up.

296

Continue

Continue

Continue

Let's go!

297

-content detail view-

298

Terms and Conditions
can not be loaded righ now

Terms and Conditions
cannot be loaded right now

An unexpected error has occurred.

Oops.. something's not right

299

Please make sure you are connected to internet and try again

Please make sure you are connected to the internet and try again

Something went wrong. Please make sure you are connected to the internet and try again.

Maybe we lost that connection 🌐 Make sure you're connected to the internet and try again

300

Try again

Try again

Try again

Let's try that again

301

-rejection-

Close

Close

302

Bad news 😔

Bad news 😔

Uh-oh!

We're sad 😔

303

Sorry, we can't proceed with your application.

Sorry, we can't proceed with your application.

Sorry, looks like we can't proceed with your application.

Sorry, it looks like we can't proceed with your application đŸ„ș

304

Your name is on our company's blacklist with no possible options to provide banking
services to you.

Your name is on our company's blacklist with no possible options to provide banking
services to you.

You weren't able to meet all the requirements to be able to avail of our services.

You weren't able to meet all the requirements to be able to avail of our services. It doesn't make you less awesome though!

305

Close app 😔

Close app 😔

Close

Close

306

Bad news 😔

Bad news 😔

Uh-oh!

Now's not the right time 😔

307

Unfortunately we had
to reject your request!

Unfortunately, we had
to reject your request!

Sorry, looks like we can't proceed with your application.

Sorry! It looks like we can't proceed with your application.

308

While verifying your identity, we discovered that you are are political person.

While verifying your identity, we discovered that you are a politically-exposed person.

Unfortunately, you weren't able to meet all the requirements at this time to be able to avail of our services.

Unfortunately, you weren't able to meet all the requirements at this time to be able to avail of our services. It doesn't make you less awesome though!

309

Close app 😔

Close app 😔

Close

Close

310

Contact support

Contact support

-remove-

-remove-