Digitising Wealth Onboarding
UX/ UI Design / Workshops / Stakeholder Management / Testing
2024
Onboarding Workshop Board
Building components
Project Goals
Key screens creating a new prospect - Evelyn representative view
Prospect onboarding - Evelyn representative view
Onboarding overview - prospect view
Example of a prospect task - filling out a form
Example of a prospect task - uploading documents
Example screens of mobile breakpoint
