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Fintech SaaS dashboard with setup checklist

A welcome dashboard template for new bank customers with a get set up checklist. Guide people to add money, order their card and invite friends. A fintech SaaS design that customers trust from the first screen. Use this AI template with Claude Code, Replit, Lovable, ChatGPT Codex, Bolt, Cursor, or another coding tool.

Dashboard Onboarding Gamification SaaS0 copies

About this vibe coding template

A first run dashboard for a new account, with a simple checklist that shows people what to do next: add money, order the card, turn on Face ID, create a savings pocket and invite a friend. Checklists like this are one of the easiest ways to get more new users active. The balance and the card on its way sit right beside it. Part of our fintech app templates and onboarding templates. It is a fintech SaaS template you can paste straight into Claude Code, Lovable or Bolt.

Build a full SaaS onboarding flow with this template design

A SaaS onboarding flow is a sequence of welcome, setup, and activation screens that only works when each step looks like the last, so one onboarding template can set the standard for every screen after it. Copy the template, paste it into Claude Code, Replit, Lovable, ChatGPT Codex, Bolt, or Cursor, and send this alongside it.

Paste into Claude Code, Replit, Lovable, Bolt, or Cursor

Common questions about this template

What is a first run dashboard?

The screen a new user sees right after signing up, before they have real data. A good one shows a short checklist so the user knows what to do next.

Why use a setup checklist?

Checklists raise activation: users who finish the first steps, like adding money and ordering a card, are far more likely to stay. Progress bars make the steps feel quick.

Can I change the checklist steps?

Yes. Each step is a row with a title, a short line and a done state. Edit them to your product's activation steps.

Which AI coding tools work with this banking dashboard first run with setup checklist?

Claude Code, Lovable, Bolt, Replit, ChatGPT Codex and Cursor. Copy the template, paste it into your tool and describe your SaaS product. The tool keeps the layout and the animated gradient and changes the copy, data and brand.