Onboarding tools for financial advisors at JP Morgan & chase
A multi-year digital transformation
of high net worth client onboarding platform of the world's best private bank.
At JP Morgan, I design tools for financial advisors serving high-net-worth clients.
My recent focus has been improving onboarding workflows, aligning five platforms for strategic consistency, modernizing legacy systems, embedding AI to reduce manual effort while preserving user control, and championing accessibility for these tools.
Below are a few challenges and learnings:
Gaining a deeper understanding of complex financial products.
Streamlined the process, reducing onboarding time from two weeks to an average of three days by aligning business goals..
Adapted unified UX flows to regional onboarding requirements, ensuring compliance with diverse KYC/AML policies and improving accuracy across jurisdictions.
Consolidated 4+ legacy tools into a unified system using scalable design systems, saving 25+ dev sprints.
Introduced AI-powered agentic review workflows, reducing manual validation efforts and improving turnaround time by 40%.
Conducted 18+ user interviews to map complex reconciliation journeys across systems processing 25M+ records/day.
Collaborated with product and engineering leaders to shape the future roadmap, and strategy for onboarding experiences.
NDA Protected
This project is under NDA,
please reach out to me at ashitajain666@gmail.com to know the full case-study.
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