Goldman Sachs
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Goldman Sachs
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Redesigning KYC Onboarding for the Clients Goldman Sachs Can't Afford to Lose
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01. The Problem
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The Structural Problem
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02. Research & Competitive Landscape
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What the Market Does Well
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Where Everyone Falls Short
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03. User Personas
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Meet Robert: The HNW Client
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Meet Michael: The Wealth Advisor
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Meet Jessica: The Compliance Officer
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The Design Challenge: One Case, Three Perspectives
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04. Design Strategy
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The Core Feature Set
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What I Cut
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05. The Solution
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Flow 1: Client Onboarding Portal
Screen 1: Welcome + Risk Routing
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Screen 4: Document Status + Rejection Recovery
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Screen 5: Onboarding Status Tracker
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Flow 2: Advisor Case Dashboard
Screen 8: Client Roster
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Screen 9: Client Detail
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Screen 11: Compliance Thread
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Flow 3: Compliance Review Queue
Screen 13: Review Queue
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Screen 14: Case Detail
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Screen 15: AI Risk Breakdown
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Screen 16: Decision + Override
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06. Reflection
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What I'd Tackle Next
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TEST PARAGRAPH - Role: UX Designer
Kevin's Portfolio Assistant