Their goal is to ensure that individuals interested in opening a tier 3 Bank Account not only encounter a user-friendly process but also enjoy a swift journey from initiation to realizing the full value of their banking services.
A fintech startup wants to design an onboarding workflow which provides a great customer experience with minimal time to value for their potential customers looking to open a tier 3 Bank Account.
Create a high-fidelity design of an onboarding workflow for the client’s end users for the web and an admin view for the clients to view a downloadable customer’s processed KYC details.
My design process follows a structured approach: Define the problem, Ideate creative solutions, Design user interfaces, Prototype interactive models ensuring a refined and user-centered final product.
Pen and Paper
Figma
Google Workspace
The “How Might We” questions served a pivotal role in shaping the direction of my problem-solving process and ultimately contributed to the development of effective and user-centric solutions
By strategically mapping out each step and interaction, the user flow aims to enhance the overall user experience, ensuring a smooth and intuitive navigation process.
Users were required to provide their BVN (Bank Verification Number) along with one of the following government-issued identification documents: Drivers License, PVC (Permanent Voter Card), Passport, or National ID.
Gathering essential details about the user’s address, this section aimed to complete the overall profile with accurate location information.
Users were required to provide their BVN (Bank Verification Number) along with one of the following government-issued identification documents: Drivers License, PVC (Permanent Voter Card), Passport, or National ID.
The final step involved capturing the user’s signature digitally, ensuring a personalized touch and completing the necessary KYC (Know Your Customer) details for account verification.
The admin module was meticulously designed to efficiently review and access the processed KYC details, indicating the success or failure of each step,
This includes essential personal data such as name, date of birth, and contact information. Admins ensure accuracy and completeness in this section, as it forms the foundational layer for user profiles within the system.
Identity Information is a crucial aspect for admins as they validate and authenticate the identity of users. Admins carefully scrutinize official identification documents submitted by users to verify the accuracy of the information provided. This step is pivotal in maintaining the security and integrity of the platform.
Address Information is of significance to admins as it establishes the user’s physical location. Admins review and validate the address details provided by users to ensure compliance with regulations and to facilitate effective communication.
Signatures play a role in the authentication process, and admins verify the submitted signatures against reference samples. Admins ensure the consistency and validity of signatures to enhance security measures. T