Next-Gen Wealth Platform: New Account Opening by John RubinoNext-Gen Wealth Platform: New Account Opening by John Rubino

Next-Gen Wealth Platform: New Account Opening

Portfolio project
John Rubino
This project was part of BNY Pershing's initiative to integrate its platforms into a single solution, Wove, with a focus on enhancing the New Account Opening (NAO) process. The aim was to improve user experience, streamline workflows, and deliver an advanced platform for financial professionals and investors.

Problem

The existing NAO process was fragmented, leading to inefficiencies. The challenge was to develop a seamless and integrated system that aligned with Wove's vision.

My Contributions

I applied my expertise in UX design and system integration to streamline the NAO process. I designed intuitive interfaces and aligned workflows for NAO and Move Asset features, ensuring they met Wove's strategic goals.

Outcomes

The project is currently in its validation phase. This phase aims to ensure the new system effectively meets user needs and enhances operational efficiency.

0 likes · 4 views · Dec 26, 2024

John led a complete UX redesign for a major e-commerce platform, enhancing user experience and increasing conversion rates by 20%.

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