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Signing up new customers for wealth management and investment services can be a complicated and frustrating task. We wanted to make onboarding faster, reduce errors and improve customer satisfaction.
We created a new product where the wealth/investment manager could sit with the customer and take them, step-by-step through the sign-up process, let the customer enter much of the required information.
As the Lead UX designer, I implemented the new visual style, wireframes, mockups and prototypes. As well as helping the Business Analysts consolidate their research, and together we developed the user journeys and conduct user testing.
The full case study at https://kokke.co.uk/client-onboarding