Design
Develop a Digital Onboarding Strategy for Next-Gen Wealth
Overview
What this challenge is about.
Map the current onboarding funnel (provided) and identify friction points. Propose a redesigned digital flow with specific features (e.g., document upload via OCR, e-signature, video KYC). Include a cost-benefit analysis and a prototype wireframe of the mobile app screens. Success is a 30% reduction in time-to-onboard and 20% increase in conversion rate.
The Brief
What you'll do, and what you'll demonstrate.
How can the wealth manager redesign its client onboarding to be fully digital, cost-effective, and compliant, while appealing to tech-savvy millennials?
Earning criteria — what you'll demonstrate
- Design client-centric onboarding processes for wealth management
- Evaluate trade-offs between automation and human touch in advisory
- Apply regulatory knowledge (MAS, SFC) to digital solutions
- Quantify business impact of process improvements
Program Fit
Where this fits in your program.
Sharpens the same skills your degree expects you to demonstrate.
Skills
Skills you'll demonstrate.
Each one shows up on your verified credential.
Careers
Roles this prepares you for.
Real titles. Real skill bridges. Pick the one closest to your trajectory.
Career mappings coming soon.