Digital onboarding for EAM and HNWI clients
Onboarding that matches the standard of in-person private-bank service.
Industry
Wealth
Delivery Stage
UX, Sprint
Delivery model
Sprint → Build → Operate
Context and objective
Design sprint for EAM and HNWI digital onboarding - compliance-heavy, still human.
From evidence to operation
The Sprint proves the decision. Build ships the system. The operating subscription keeps it governed and useful.
Our delivery model begins with a four-week Sprint on sanitised data, followed by a production Build and an operating subscription where the work calls for it. The case study above states the role we actually played on this project.
More Work
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