*For confidentiality reasons, this case study presents an anonymised version of a real onboarding project I designed for a regulated digital-asset bank. All UX flows, decisions, and structures reflect the actual work, while the brand and visuals have been fictionalised.
Role
Lead Product Designer
Team
Product Owner, Me (Designer), Development Squad, Legal, Compliance, Account Management
Tools
Mobile-only
(iOS & Android)
Status
Front-end complete; integration phase in progress
Arkadia, a digital-asset private bank, needed to modernise its client onboarding experience so it could scale efficiently while meeting strict regulatory requirements.
The previous onboarding journey worked, but it wasn’t structured for automation and required significant manual handling between Relationship Managers, Compliance, and Legal.
My role was to redesign the end-to-end experience so it would:
reduce back-and-forth review cycles
give clients more clarity during onboarding
improve the quality and structure of submitted data
prepare the product for future decision-engine automation
This meant rethinking the full onboarding lifecycle — not just the UI — and designing a framework that aligned regulatory, operational, and user needs.
Arkadia operates in one of the most heavily regulated environments in finance. Every onboarding requires careful due diligence, documentation, and verification.
The challenge was balancing:
regulatory transparency
client privacy and trust
operational efficiency across multiple teams
future scalability and automation readiness
Different client segments brought different needs.
Traditional finance clients often struggled with crypto-specific requirements, while crypto-native clients were concerned about privacy when sharing wallet data.
The existing flow offered limited structure for these variations and little visibility for clients, which created unnecessary friction.
The opportunity was to rebuild onboarding as a clear, structured, and confidence-driven journey that still satisfied all regulatory constraints.
I reframed the project from a UI refresh into a system-level redesign, focused on:
mapping the full onboarding lifecycle across Compliance, Legal, and Account Management
restructuring onboarding into modular steps that separate data entry from document requirements
introducing transparent progress tracking inside the app
aligning user inputs to regulatory categories (FINMA/FinSA) for cleaner downstream processing
preparing the journey for automated decisioning (e.g., Alloy or internal systems)
This created a scalable onboarding framework designed for today’s operations and tomorrow’s automation.