ECW
Name & Industry
ECW, wealth advisory
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Product design for ECW. Turning a complex KYC and compliance workflow into a clear, streamlined experience for advisors and portfolio managers.
about the project.
ECW is a wealth-management advisor portal where advisors, portfolio managers and compliance officers take a client through KYC and keep them compliant year after year. It's a web platform built on a household into contact into account hierarchy, with everything gated by who's allowed to see what.
The scope was two connected flows: the initial KYC, risk questionnaire, mandate approval, IPS sign-off and the annual review that runs the same loop once a year. four roles, advisor-led and client-led paths, all on one design system.
responsible for.
identifying problems.
Problems identified along the KYC pathway led to rebuilding the process into a much simpler, faster experience for both agents and their customers. Agents are now far more efficient, while customers move through a clearer, faster, less painful process.
stakeholder alignment.
I had the opportunity to work directly with stakeholders, who shared their vision and ideas, which secured the right direction and approval to move forward.
journey mapping.
Mapped the experience across the whole product, website and advisor portal, which gave me a clear picture of pain points and room for UX improvement.
outcome.
Improved and simplified the experience at scale: redefined account statuses for clearer distinction between stages, improved filtering across the KYC and Annual Review processes, and refined the UI to support all the changes.
