Company introduction
A fintech company focused on private market investments, supporting institutional and retail clients with innovative financial technology solutions.
Project/task requested
Designed a custom Kanban-style on-boarding tracker as an internal tool to support customer acquisition funnels.
Who & how
Collaborated with compliance teams, product managers and customer success stakeholders to understand workflows and pain points.
What was done
Developed a mobile-responsive tracker that visually guides users, helping compliance teams answer “what should I do next?” for effective on-boarding.
Outcome
Increased on-boarding transparency, reduced bottlenecks and improved team productivity with clear next-step guidance throughout the compliance process.
The working prototype is the Kanban onboarding tracker, with the next action computed on every card. Reconstructed from client work using synthetic data.
Drag a card and see who gets told.