Increase the number of accredited investors
on the platform by redesigning the onboarding flow. The redesign needed to be responsive, enable our internal Account Management team, and be compliant with Legal and Risk requirements.
A responsive card design that allowed users to create an account, submit a profile for review, save and continue, and provide educational material. This also included designing a new document uploader.
We brought in over 30 investors on platform, bringing in roughly $500k or new investment. We also streamlined the process for our Account Management team, cutting time requirements nearly in half, and implemented better analytics and tracking.