13 / Enterprise Product Experience
ArcStone Institutional Onboarding
A structured, multi-stakeholder onboarding and compliance dashboard for institutional finance clients.
- Client / Project
- Enterprise programme
- Category
- Enterprise Product Experience
- Disciplines
- UX StrategyService DesignUI DesignFront-end
THE PROBLEM
Institutional onboarding involves many stakeholders, documents and checkpoints; a scattered process creates delays and errors.
THE WORK
Designed a multi-step onboarding flow with progress visibility, role-based tasks and clear validation states.
Aimed to reduce ambiguity for both applicants and internal reviewers.