Account Manager Portal
The Account Manager portal faced operational challenges in verifying client information efficiently within company applications. Manual verification created workflow bottlenecks, resulting in delays and potential errors that affected the overall client onboarding experience.
Challenges
Manual verification process: Time-consuming and prone to human error, slowing down client progression.
Unstructured content flow: Lack of clarity in data presentation made it difficult for Account Managers to review applications efficiently.
Limited guidance: The interface provided minimal support or structure for verifying complex client information.
Approach
The redesign focused on creating a structured, intuitive, and error-free verification process to improve efficiency and accuracy.
• Portal Audit — Conducted a detailed assessment of the existing system to identify pain points and inefficiencies.
• Information Structuring — Organized client data into clear, logical sections for faster review and validation.
• Guideline Integration — Implemented built-in prompts and instructions to assist Account Managers during verification.
• UI Refinement — Designed a clean, user-friendly interface that minimized cognitive load and supported intuitive navigation.
• Cross-Team Collaboration — Worked closely with development and operations teams to ensure smooth implementation and functional accuracy.
• Testing & Iteration — Validated improvements through feedback sessions and iterative design refinements.
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Results
The enhanced Account Manager portal streamlined the application review process, improving both speed and reliability:
• 35% reduction in verification time, accelerating client progression to subsequent steps.
• Error-free workflow, minimizing manual input mistakes and improving data accuracy.
• Enhanced usability with a clear, guided review process for Account Managers.
• Optimized client experience, contributing to a more seamless and professional onboarding journey.
