GOIO Data: Fully-digitised onboarding of investment accounts with OCR technology
GOIO Data overcomes the lack of good digital data supply from investment accounts for the use at family offices, investment offices or managers. No matter in which physical form investment accounts are reported, GOIO Data compiles them, checks them and delivers them in a consistent form: Ready to use for better services, analyses and reporting.
Summary of features designed for the project:
- Separate dashboards for GOIO Data technical staff and professional wealth managers
- Onboarding system of investment accounts that's compliant with various financial service providers
- Data quality check and administrative tools
- Automated system updates and notifications for wealth managers
Work Process
My roles in the project:
- Plan and facilitate ideation workshops, create user journeys and information architecture with stakeholders and a product manager.
- Brief and manage a UX Designer and a UI Designer to create wireframes and high-fidelity designs
- Create and manage product’s design system
- Manage communication with clients/stakeholders as well as development and product teams
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