End-to-end account opening

Designed the end-to-end account opening experience for wealth management, improving workflows for Advisors, the Client Experience team, and Clients. As the lead designer, I worked with the CTO, 2 pms, 4 engineers, the Client Experience team for 3 weeks through an iterative process.

Problem

Onboarding new advisors and their clients every week is a very manual process, creating a poor client experience and an increase in operational risk.

Hypothesis

If we digitalize the entire onboarding process, we can automate workflow with digital forms, gather client information only once, use secure e-signature tools, and manage all documents in one central place.

Solution

Designed the end-to-end account opening experience, consolidating client info collection, integrated e-signatures, document upload, and account setup into one centralized flow.

Outcome

Client experience team express tremendous gratitude. They said what we built have made it much easier for them to do their job.

Since launching in 2022, AUM has grown from $50M in 2022 to $9B in 2025.

The Designs

Gathering client info

Farther’s onboarding process now streamlines client information gathering by consolidating everything in one place, simplifying both onboarding and account opening.

Opening accounts

The Client Experience team partners with advisors to open accounts by setting up account types and preparing the required documents for clients to e-sign.

Client document center

Within the documents flow, clients can securely e-sign paperwork as part of account opening—eliminating manual paperwork and significantly speeding the onboarding process.

Check out other works

Farther Finance

Stockwell AI