enterprise
Designing a unified digital account opening system for multiproduct banking workflows
A structured, step-by-step digital journey that simplifies customer onboarding while ensuring regulatory compliance, accuracy, and operational efficiency across banking teams.
Screens Designed
40+
Account Types Supported
12
Data Accuracy Improvement
99%
LOLC is a global financial services group offering banking, leasing, microfinance, and investment solutions across emerging markets.
6,000+
Banking & Finance
Sri Lanka
Results
Reduced manual errors during account opening
Improved compliance with internal banking policies
Faster customer onboarding across branches
Overview
Creating a consistent and compliant digital onboarding experience
The project focused on redesigning the end-to-end account opening workflow into a guided digital system covering customer details, product selection, interest configuration, statements, charges, cash buildup, and business mapping while maintaining flexibility for multiple account types.
Discover
Manual onboarding workflows caused delays, errors, and compliance risks
Account opening involved fragmented screens, repetitive data entry, and heavy dependence on branch staff knowledge, leading to inconsistent customer experiences and operational inefficiencies.
Challenges
A balance between regulatory rigor and user-friendly banking workflows.
Accuracy
Preventing data mismatch and manual errors
Compliance
Ensuring regulatory and KYC adherence at every step
Complexity
Managing multiple products and configurations
Consistency
Standardising flows across branches
Solution
A guided, step-by-step digital account opening system.
We designed a modular onboarding flow that breaks down account opening into clearly defined steps, enabling users to complete complex banking configurations with confidence while ensuring accuracy, compliance, and audit readiness.
Conclusion
A scalable digital foundation for modern banking operations.
The redesigned LOLC account opening system transformed a complex, error-prone process into a reliable digital workflow improving operational efficiency, customer experience, and compliance readiness across the organisation.
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