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A new unified platform to offer speedier onboarding experience and seamless automated approvals.
Worked on a digital services onboarding administration support solution for a large financial product company. Thorough research to understand the product offerings, sales lifecycle and client onboarding was conducted. User journey maps and opportunity areas were mapped to identify key features of the solution. This also required considering users from all age groups, especially elderly. The function was to be designed to enable a support agent to assist clients with any questions, product help, make settings changes, review finances and goals etc. Application required two versions, client and support admins.
Design Strategy
User Research, Persona
Experience Journeys
Service Design, Workflows, Technology Blueprints
Rule/Logic based Automated Access
Policy based Compliance (Governance Models)
Product Design, Design Execution
Value Addition
Simple and easy to use solution
Automated workflows brought tremendous efficiency reducing onboarding from days to minutes/hours
Intelligence around Profile Management saved an estimated 10 M yearly through operational simplification
THIS PORTFOLIO IS A REPRESENTATION OF THE WORK PERFORMED AND COMPLETED BY SAKSHAM SHARMA | 2025
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