Consolidating a fractured onboarding process
Role
Senior Product Designer
TIMELINE
Aug 2023 to Dec 2023
A faster onboarding experience
scope & contribution
As the Senior Product Designer, I spent five months leading the research and redesign of the client onboarding experience across desktop and mobile. Partnering closely with product and engineering, I simplified and consolidated onboarding for financial advisors by bringing together workflows like multi-account setup, transfers, and bank linking into a single experience.
PROBLEM
Altruist was the first platform to offer fully digital account opening for financial advisors, but as the platform grew, the onboarding experience didn't keep up. Redundant steps and limited visibility slowed advisors down and created friction in one of the platform's most important workflows.
"There's so much back and forth to onboarding. It feels like I'm playing ping pong with my client."
Research Participant, Financial Advisor
Reducing repeititive tasks
Onboarding was repetitive, forcing advisors and clients through the same forms and approvals multiple times. We redesigned the workflow so advisors could open multiple accounts simultaneously and configure them all in a single pass.
"I often need to reach out to my clients to remind them to do things. It's awkward. Altruist puts too much responsibility on my clients."
Research Participant, Financial Advisor
End-to-end account opening
We also brought transfers and authorizations directly into the account opening flow, so once an account was opened, clients didn't have to complete additional steps afterward.
"Before using Altruist, I would bring a physical folder of every document I needed to onboard my client. I want a digital version of that."
Research Participant, Financial Advisor
Helping advisors bring on more clients
The redesign delivered meaningful impact: advisors could open more accounts per household, clients funded accounts faster, and support requests decreased. Even as we introduced more functionality, the onboarding experience became faster and simpler.
%
more brokerage accounts
%
less time to fund account
%
more accounts per client
%
less support tickets
Anand Sheth
Get advisors back to advising
🤯 OMG....I remember having a forms-signing ceremony with clients. We would print out all forms for different accounts. And we would schedule a time they can come in and go through all the paperwork. I can't imagine how much time I have wasted that would have been solved with something like this.
12:34 PM · Aug 18, 2023
Nick Marino
CEO @ Breakaway Wealth
Huge shout out to the @altruist team. They are the definition of cycle breakers in the financial services space; completely revamping everything that is broken with legacy custodians to ensure the best client experience.
I opened my first 3 accounts in all of 10 minutes COMBINED and am completely blown away at the simplicity.
2:43 PM · Aug 27, 2023
Jeremy D. Baldwin
Helping families and businesses
@Altruist I love your platform and service! I was just showing a client how we can open an account in minutes. That used to take me days/weeks with my old broker.
10:15 AM · Aug 19, 2023
Ryan Kilkenny
@atomicplanning
I love @altruist, especially on new account/ACAT day!
Less than 30 mins to 👇
Open an account
Connect a bank to two accounts
Approve move money authorization
Submit a transfer from Wells Fargo
Complete 2023 + 2024 Roth IRA contributions
That would take WEEKS at Schwab
11:32 AM · Aug 30, 2023
Biggest of shout outs
Though I focused on my role, this project wouldn't have been possible without an amazing team behind it. Special thanks to my design, product, and engineering partners: Julia Kim, Rob Manukyan, Ellie Kibbe, Victoria Koi, Igor Tseluiko, Dmytro Lytvynenko, and Kendall Johnston-Legg.
Consolidating a fractured onboarding process
Role
Senior Product Designer
TIMELINE
Aug 2023 to Dec 2023
A faster onboarding experience
scope & contribution
As the Senior Product Designer, I spent five months leading the research and redesign of the client onboarding experience across desktop and mobile. Partnering closely with product and engineering, I simplified and consolidated onboarding for financial advisors by bringing together workflows like multi-account setup, transfers, and bank linking into a single experience.
PROBLEM
Altruist was the first platform to offer fully digital account opening for financial advisors, but as the platform grew, the onboarding experience didn't keep up. Redundant steps and limited visibility slowed advisors down and created friction in one of the platform's most important workflows.
"There's so much back and forth to onboarding. It feels like I'm playing ping pong with my client."
Research Participant, Financial Advisor
Reducing repeititive tasks
Onboarding was repetitive, forcing advisors and clients through the same forms and approvals multiple times. We redesigned the workflow so advisors could open multiple accounts simultaneously and configure them all in a single pass.
"I often need to reach out to my clients to remind them to do things. It's awkward. Altruist puts too much responsibility on my clients."
Research Participant, Financial Advisor
End-to-end account opening
We also brought transfers and authorizations directly into the account opening flow, so once an account was opened, clients didn't have to complete additional steps afterward.
"Before using Altruist, I would bring a physical folder of every document I needed to onboard my client. I want a digital version of that."
Research Participant, Financial Advisor
Helping advisors bring on more clients
The redesign delivered meaningful impact: advisors could open more accounts per household, clients funded accounts faster, and support requests decreased. Even as we introduced more functionality, the onboarding experience became faster and simpler.
%
more brokerage accounts
%
less time to fund account
%
more accounts per client
%
less support tickets
Anand Sheth
Get advisors back to advising
🤯 OMG....I remember having a forms-signing ceremony with clients. We would print out all forms for different accounts. And we would schedule a time they can come in and go through all the paperwork. I can't imagine how much time I have wasted that would have been solved with something like this.
12:34 PM · Aug 18, 2023
Nick Marino
CEO @ Breakaway Wealth
Huge shout out to the @altruist team. They are the definition of cycle breakers in the financial services space; completely revamping everything that is broken with legacy custodians to ensure the best client experience.
I opened my first 3 accounts in all of 10 minutes COMBINED and am completely blown away at the simplicity.
2:43 PM · Aug 27, 2023
Jeremy D. Baldwin
Helping families and businesses
@Altruist I love your platform and service! I was just showing a client how we can open an account in minutes. That used to take me days/weeks with my old broker.
10:15 AM · Aug 19, 2023
Ryan Kilkenny
@atomicplanning
I love @altruist, especially on new account/ACAT day!
Less than 30 mins to 👇
Open an account
Connect a bank to two accounts
Approve move money authorization
Submit a transfer from Wells Fargo
Complete 2023 + 2024 Roth IRA contributions
That would take WEEKS at Schwab
11:32 AM · Aug 30, 2023
Biggest of shout outs
Though I focused on my role, this project wouldn't have been possible without an amazing team behind it. Special thanks to my design, product, and engineering partners: Julia Kim, Rob Manukyan, Ellie Kibbe, Victoria Koi, Igor Tseluiko, Dmytro Lytvynenko, and Kendall Johnston-Legg.
Consolidating a fractured onboarding process
Role
Senior Product Designer
TIMELINE
Aug 2023 to Dec 2023
A faster onboarding experience
scope & contribution
As the Senior Product Designer, I spent five months leading the research and redesign of the client onboarding experience across desktop and mobile. Partnering closely with product and engineering, I simplified and consolidated onboarding for financial advisors by bringing together workflows like multi-account setup, transfers, and bank linking into a single experience.
PROBLEM
Altruist was the first platform to offer fully digital account opening for financial advisors, but as the platform grew, the onboarding experience didn't keep up. Redundant steps and limited visibility slowed advisors down and created friction in one of the platform's most important workflows.
"There's so much back and forth to onboarding. It feels like I'm playing ping pong with my client."
Research Participant, Financial Advisor
Reducing repeititive tasks
Onboarding was repetitive, forcing advisors and clients through the same forms and approvals multiple times. We redesigned the workflow so advisors could open multiple accounts simultaneously and configure them all in a single pass.
"I often need to reach out to my clients to remind them to do things. It's awkward. Altruist puts too much responsibility on my clients."
Research Participant, Financial Advisor
End-to-end account opening
We also brought transfers and authorizations directly into the account opening flow, so once an account was opened, clients didn't have to complete additional steps afterward.
"Before using Altruist, I would bring a physical folder of every document I needed to onboard my client. I want a digital version of that."
Research Participant, Financial Advisor
Helping advisors bring on more clients
The redesign delivered meaningful impact: advisors could open more accounts per household, clients funded accounts faster, and support requests decreased. Even as we introduced more functionality, the onboarding experience became faster and simpler.
%
more brokerage accounts
%
less time to fund account
%
more accounts per client
%
less support tickets
Anand Sheth
Get advisors back to advising
🤯 OMG....I remember having a forms-signing ceremony with clients. We would print out all forms for different accounts. And we would schedule a time they can come in and go through all the paperwork. I can't imagine how much time I have wasted that would have been solved with something like this.
12:34 PM · Aug 18, 2023
Nick Marino
CEO @ Breakaway Wealth
Huge shout out to the @altruist team. They are the definition of cycle breakers in the financial services space; completely revamping everything that is broken with legacy custodians to ensure the best client experience.
I opened my first 3 accounts in all of 10 minutes COMBINED and am completely blown away at the simplicity.
2:43 PM · Aug 27, 2023
Jeremy D. Baldwin
Helping families and businesses
@Altruist I love your platform and service! I was just showing a client how we can open an account in minutes. That used to take me days/weeks with my old broker.
10:15 AM · Aug 19, 2023
Ryan Kilkenny
@atomicplanning
I love @altruist, especially on new account/ACAT day!
Less than 30 mins to 👇
Open an account
Connect a bank to two accounts
Approve move money authorization
Submit a transfer from Wells Fargo
Complete 2023 + 2024 Roth IRA contributions
That would take WEEKS at Schwab
11:32 AM · Aug 30, 2023
Biggest of shout outs
Though I focused on my role, this project wouldn't have been possible without an amazing team behind it. Special thanks to my design, product, and engineering partners: Julia Kim, Rob Manukyan, Ellie Kibbe, Victoria Koi, Igor Tseluiko, Dmytro Lytvynenko, and Kendall Johnston-Legg.
Consolidating a fractured onboarding process
Role
Senior Product Designer
TIMELINE
Aug 2023 to Dec 2023
A faster onboarding experience
scope & contribution
As the Senior Product Designer, I spent five months leading the research and redesign of the client onboarding experience across desktop and mobile. Partnering closely with product and engineering, I simplified and consolidated onboarding for financial advisors by bringing together workflows like multi-account setup, transfers, and bank linking into a single experience.
PROBLEM
Altruist was the first platform to offer fully digital account opening for financial advisors, but as the platform grew, the onboarding experience didn't keep up. Redundant steps and limited visibility slowed advisors down and created friction in one of the platform's most important workflows.
"There's so much back and forth to onboarding. It feels like I'm playing ping pong with my client."
Research Participant, Financial Advisor
Reducing repeititive tasks
Onboarding was repetitive, forcing advisors and clients through the same forms and approvals multiple times. We redesigned the workflow so advisors could open multiple accounts simultaneously and configure them all in a single pass.
"I often need to reach out to my clients to remind them to do things. It's awkward. Altruist puts too much responsibility on my clients."
Research Participant, Financial Advisor
End-to-end account opening
We also brought transfers and authorizations directly into the account opening flow, so once an account was opened, clients didn't have to complete additional steps afterward.
"Before using Altruist, I would bring a physical folder of every document I needed to onboard my client. I want a digital version of that."
Research Participant, Financial Advisor
Helping advisors bring on more clients
The redesign delivered meaningful impact: advisors could open more accounts per household, clients funded accounts faster, and support requests decreased. Even as we introduced more functionality, the onboarding experience became faster and simpler.
%
more brokerage accounts
%
less time to fund account
%
more accounts per client
%
less support tickets
Anand Sheth
Get advisors back to advising
🤯 OMG....I remember having a forms-signing ceremony with clients. We would print out all forms for different accounts. And we would schedule a time they can come in and go through all the paperwork. I can't imagine how much time I have wasted that would have been solved with something like this.
12:34 PM · Aug 18, 2023
Nick Marino
CEO @ Breakaway Wealth
Huge shout out to the @altruist team. They are the definition of cycle breakers in the financial services space; completely revamping everything that is broken with legacy custodians to ensure the best client experience.
I opened my first 3 accounts in all of 10 minutes COMBINED and am completely blown away at the simplicity.
2:43 PM · Aug 27, 2023
Jeremy D. Baldwin
Helping families and businesses
@Altruist I love your platform and service! I was just showing a client how we can open an account in minutes. That used to take me days/weeks with my old broker.
10:15 AM · Aug 19, 2023
Ryan Kilkenny
@atomicplanning
I love @altruist, especially on new account/ACAT day!
Less than 30 mins to 👇
Open an account
Connect a bank to two accounts
Approve move money authorization
Submit a transfer from Wells Fargo
Complete 2023 + 2024 Roth IRA contributions
That would take WEEKS at Schwab
11:32 AM · Aug 30, 2023
Biggest of shout outs
Though I focused on my role, this project wouldn't have been possible without an amazing team behind it. Special thanks to my design, product, and engineering partners: Julia Kim, Rob Manukyan, Ellie Kibbe, Victoria Koi, Igor Tseluiko, Dmytro Lytvynenko, and Kendall Johnston-Legg.