Design a Fully Digital Onboarding Journey for a Wealth App
Overview
What this challenge is about.
Build a mobile-first onboarding journey for a wealth app: redesign the flow using OCR, e-signature, and live video ID verification. Earn your verifiable certificate.
The scenario
Aurora Wealth is a venture-backed digital wealth manager in Singapore whose growth is capped by the cost of staffing relationship managers for every new account. Regulators in its two core markets, Singapore and Hong Kong, permit remote account opening only when strict identity-verification and investment-suitability safeguards are met.
The Brief
What you'll do, and what you'll demonstrate.
How can Aurora Wealth redesign client onboarding to run fully on a mobile app — fast, low-cost, and compliant in Singapore and Hong Kong — while still appealing to tech-savvy millennial investors?
Earning criteria — what you'll demonstrate
- Map an existing onboarding funnel from analytics and translate drop-off and delay into prioritized design problems
- Design a compliant remote identity-verification and risk-profiling flow that satisfies stated regulatory requirements in two jurisdictions
- Translate user-experience decisions into a quantified cost-benefit case for stakeholders
- Produce mobile wireframes that balance regulatory friction with conversion and clarity
- Communicate a design proposal persuasively to a non-design executive audience
Program Fit
Where this fits in your program.
Sharpens the same skills your degree expects you to demonstrate.
Aligned coursework coming soon.
Skills
Skills you'll demonstrate.
Each one shows up on your verified credential.
- User Experience Design
Apply user experience design to solve real industry problems and demonstrate production-level capability.
- Fintech Compliance
Apply fintech compliance to solve real industry problems and demonstrate production-level capability.
- Cost Benefit Analysis
Apply cost benefit analysis to solve real industry problems and demonstrate production-level capability.
- Mobile App Prototyping
Apply mobile app prototyping to solve real industry problems and demonstrate production-level capability.
- Customer Journey Mapping
Apply customer journey mapping to solve real industry problems and demonstrate production-level capability.
Careers
Career paths this challenge builds toward
Completing this challenge demonstrates skills that transfer directly to these roles:
Fintech Product Designer
This challenge mirrors the daily work of designing regulated financial product flows, where every screen must balance conversion with compliance. You practice turning regulatory and analytics constraints into usable mobile experiences that real customers can complete unaided.
This challenge sharpens
- user-experience-design
- mobile-app-prototyping
- fintech-compliance
Digital Strategy Consultant
Consultants are hired to find where a customer journey leaks value and to make the financial case for fixing it. Here you diagnose an onboarding funnel, design the intervention, and defend the savings, exactly as a strategy engagement demands.
This challenge sharpens
- customer-journey-mapping
- cost-benefit-analysis
- user-experience-design
Onboarding Experience Lead
Owning onboarding means continuously reducing time-to-first-value while honoring identity and suitability rules. This challenge builds the core habit of mapping a funnel, redesigning the flow, and proving impact with numbers stakeholders trust.
This challenge sharpens
- customer-journey-mapping
- mobile-app-prototyping
- cost-benefit-analysis