Flagship commercial banking paired client and employee onboarding portal for streamlining onboarding process, mitigating risk and removing employee & client friction.
Problems solved
- Reduced client and employee friction by offering a unified application for customer onboarding
- Engaged in design discovery that helped drive product road map and features
- Mitigate risk with tracking of client employee interactions and centralized portal for all documetns and onboarding tasks
Solutions
- Provided simple user friendly solutions to complex business requirements
- Ensure consistent design patterns across multiple designers and dev teams
- Provide custom tailored solutions when standard components where not optimal
Impact
- Streamline onboarding process
- Reduce onboarding times
- Make process easier for employee and client
- Mitigate risk thru centralized onboarding portal
