Matheus Donangelo

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BS2 Bank: Redesigning the onboarding flow for business clients

The main objective was to redesign the onboarding flow for companies opening a business bank account, reducing flow completion time and increasing client acquisition.

My role

Staff Product Designer.

Responsabilities

Benchmark.

User interview.

Prototype and handoff.

Year

Q4 2024 - Q1 2025.

Team

Flávia Castro.

Sérgio Oliveira.

Carla de Jesus.

Matheus Donangelo, Product Designer.

BS2 Bank onboarding flow

Project Roadmap

  1. 1Heuristic analysis of the current web solution to identify pain points.
  2. 2Evaluate vendors to integrate APIs for accelerated onboarding.
  3. 3Interview the BS2 register internal team to understand current processes.
  4. 4Prototype and test with users to validate solutions.
  5. 5Refine and align with the Design System team.
  6. 6Hand off to developers for implementation.

Want to know more?

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