Marex Onboarding Platform
A comprehensive internal workflow tool that streamlines the client onboarding process for the global Onboarding team, enhancing efficiency, security, and risk assessment capabilities.
MY ROLE
Lead designer, responsible for end-to-end design, cross-functional coordination, design system implementation, and front-end development support.
THE TEAM
Two designers, three developers, one QA, Head of Onboarding, Head of Operations Technology.
TIMELINE
Q4 2024 – Q2 2025
CHALLENGE
In a highly regulated financial services industry, Marex faced an inefficient, manual, and email-based onboarding process that couldn't scale with the company's substantial growth. This created security concerns with sensitive information exchange, lacked transparency, increased processing costs, and resulted in poor client experiences during onboarding.
SOLUTION
I developed a centralised platform serving as a single source of truth for all onboarding activities. The solution included:
A structured workflow engine to guide team members through the complex due diligence process
Role-based access controls ensuring appropriate data visibility across departments
Secure document storage for sensitive client information
Custom dashboards providing real-time visibility into onboarding pipeline and status
Automated risk assessment tools to streamline compliance requirements
Reporting capabilities to track KPIs and identify bottlenecks
Process workflow
As part of the soluton, I helped the business to establish a solid approval workflow that covers the full lifecycle of application requests.
OUTCOME
The impact of the solution delivered was substantial, including enormous time savings for employees with a more efficient process, delivering higher productivity, less costs, and easier scalability.
40% reduction in time-to-onboard new clients
Significant cost savings through improved team efficiency
Enhanced data security and compliance with regulatory requirements
Increased transparency with standardised workflows and reporting
Improved team collaboration across 20+ global Onboarding team members
Better client experience through faster processing and fewer information requests
TECHNOLOGIES/METHODS USED
Design: Figma, FigJam
Development: React, TypeScript, MUI, Neon Design System v2
Project Management: Jira, Confluence
Research: User interviews, brainstorming meetings
Process: Agile methodology, Kanban, cross-functional collaboration
