Account Opening Automation – Form, DocuSign & Data Workflow
Role: Automation Architect
I automated a client onboarding and account-opening process using digital forms, DocuSign, workflow automation and structured data storage.
The workflow captured applicant data, generated and routed signature envelopes, tracked completion and automatically logged final client and virtual IBAN data.
I designed the workflow, integrations, exception handling and end-to-end automation logic, connecting the form submission and signature stages to downstream data records.
Cover: original conceptual illustration of automation planning. Client data and confidential system details are omitted.
0 likes · 0 views · Oct 21, 2026
Digital forms, DocuSign envelopes and structured data connected in an onboarding workflow, with completion tracking and exception handling.
