The team was still new when I joined, so I spent a lot of time diagramming the existing workflow and working with subject-matter experts to fill in gaps.
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I documented the end-to-end onboarding process, decisioning logic, and proposed an information architecture for the onboarding app.

Working within Amex’s design system, I created a minimalist user experience focused on ease of use for the sales team. I followed form design best practices, allowing users to efficiently focus on their clients.

I incorporated new requirements from the Risk and Compliance teams, including inline disclosures and new required fields to meet current standards.

I considered over a dozen potential decision scenarios, detailing several examples to cover various pathways and ensure thorough understanding.

The redesigned client data capture tool provided a user-friendly experience for salespeople while meeting the stringent standards of Risk and Compliance. This streamlined the onboarding process, improved data accuracy, and ensured regulatory compliance.