To solve the problem, it was first necessary to understand it.
The process required completing over 15 different forms, many of which repeated information and included subsequent validations.
Onboarding Time
~30 days
An excessively long process with high dependency on the operational team.
User Satisfaction
↓ 40%
Negative perception grew as timelines extended and rework increased.
Process abandonment
25%
A significant portion of users were leaving before completing the account opening process.
Error Reduction
Built-in validations have reduced errors throughout the entire onboarding process.
Seamless Compliance
The simplified document upload process allowed for quicker compliance checks and reduced friction.
Guided and Progressive Process
A step-by-step digital workflow replaced over 15 forms that previously relied on the operations team.
Automatic validations
Real-time validations prevented errors that previously were only detected once they reached the operations team.
Smoother Compliance
Dynamic fields by country and account type have streamlined the experience and organized the internal process.
Guided process
The information was distributed in clear steps to reduce cognitive load and dropout.
Onboarding Cycle
8 days
Streamlined end-to-end process reduced from about 30 to 8 days.
Error Reduction
70%
Reduction of errors thanks to integrated validations in the workflow.
User Satisfaction
+25pts
Improvement in satisfaction indicators after the redesign.
Operational Efficiency
40%
Reduced need for manual interventions by the operations team.
Compliance
2x faster
The controls have become more agile and efficient.
Digitized Forms
15 → 1
Consolidation of manual forms into a single guided digital flow.