Moataz Mustapha,

Lead Product Designer — Fintech & Banking

Work & Capability Index ↗

Customer Portal

Customers can track the onboarding progress in real time through a portal

  • Status tracking
  • Document requests
  • Additional actions

Status tracking

Document requests

NOTIFICATIONS & EMAILER

Automated communications keep the customer informed throughout the onboarding lifecycle.

  • Email
  • Mobile-app notification
  • SMS

Emailers

Android notification

iOS notification

Moataz Mustapha,

Lead Product Designer — Fintech & Banking

Work & Capability Index ↗

Customer Portal

Customers can track the onboarding progress in real time through a portal

  • Status tracking
  • Document requests
  • Additional actions

Status tracking

Document requests

NOTIFICATIONS & EMAILER

Automated communications keep the customer informed throughout the onboarding lifecycle.

  • Email
  • Mobile-app notification
  • SMS

Emailers

Android notification

iOS notification

Moataz Mustapha,

Lead Product Designer — Fintech & Banking

Work & Capability Index ↗

Customer Portal

Customers can track the onboarding progress in real time through a portal

  • Status tracking
  • Document requests
  • Additional actions

Status tracking

Document requests

NOTIFICATIONS & EMAILER

Automated communications keep the customer informed throughout the onboarding lifecycle.

  • Email
  • Mobile-app notification
  • SMS

Emailers

Android notification

iOS notification