Lumen Financial
Category
Financial Services
Years
2025
Service
Brand, UX, Web
Client
Lumen Financial
Location
Singapore
Turning onboarding into momentum
Onboarding relied on manual document reviews and compliance checks. Each new client slowed operations.
Lumen's onboarding asked new clients for the same data three times across siloed teams, creating drop-off at exactly the moment trust mattered most.
We rebuilt the journey around progressive disclosure — collecting only what each step needs, with a clear scorecard of progress so applicants always know where they stand.
A guided account-opening flow with a live verification scorecard and saved-progress resume, lifting completion from 54% to 89% within the first quarter.
