Financial services
Goals
Optimise onboarding for reduced friction, real-time verification, and regulatory compliance
My Contribution
Led stakeholder alignment sessions across Digital, Compliance, and IT
Mapped four-system integration workflow (Salesforce ↔ OpenText ↔ FLEXCUBE ↔ Refinitiv)
Wrote functional/non-functional requirements, stories, and AC
Designed automated KPI dashboards
Outcome
18% drop-off reduction (pilot)
30% fewer support escalations
Underpinned bank’s move toward fully automated onboarding