I redesigned the complex and highly regulated account opening process by first researching the existing process and learning the regulatory limitations and created a couple journey maps outlining the process and user pain points.
I did some ideation working up some sketches categorizing the information into an architecture that made sense to the users. I then put together wireframes outlining the responsive, small, medium and large, views. Testing them with users and investment professionals, I iterated through a number of versions until I had a very straightforward design.
Drawing on the existing styling templates I then created pixel perfect Photoshop renderings of the screens and presented the proposed account opening process to senior management and integrated it into and existing branded platform with minimal changes to the 150 existing white labeled branded instances of the platform.
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