Client Onboarding Platform for banks

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Worked as a client consultant to customise a client lifecycle management platform for customer onboarding and KYC processes.


Team:
  • PM & BA
  • SMEs
  • 2 Designers (🙋🏻‍♀️)
  • Development Team
  • Requirements

Workshops with SMEs to discover requirements. Wireframes to visualise them.

Logo Variations

Tools

InterviewsWorkshopsData and Process AnalysisUser storiesBalsamiq