Nedbank - Client Onboarding Platfom

I was appointed as design lead on this project, aiming to ultimately improve the onboarding and maintenance process of all Nedbank clients. 

Value-add proposition and responsibilities: 

I was responsible for pinpointing the current pains the bankers had with onboarding new clients and the maintenance of existing clients, through the service delivery eco-system, internal systems, and platforms the bankers currently use. 

Value added: 

• Formal implementation and understanding of the design methodology and processes 

• Cohesion of delivery units, working together in unison with a universal understanding of the project expectations, processes, and deliverables. 

• Decommissioning outdated, ineffective systems and consolidating all internal and external platforms involved in the client onboarding journey. 

• Design and implementation of a new Banker/ Client Dashboard streamlining the onboarding and maintenance processes of Nedbank clients.