Investment platform
Onevest
A compliant investment platform with tailored KYC journeys and real-time payment processing.
Client
Private client
Location
Remote
Engagement
Fintech product development
Processed
$12M+
[ 01 ]
The challenge
Investment onboarding asks users to complete a high-trust journey while the product coordinates identity checks, eligibility, payments, and internal review.
The experience had to remain understandable to customers without hiding the operational controls required by the business.
[ 02 ]
How we handled it
[ 01 ]
Model onboarding as states
We mapped every meaningful onboarding state, including incomplete submissions, review requirements, and recoverable failures.
[ 02 ]
Separate sensitive responsibilities
Payment and identity providers handled specialist data while the platform retained the business records needed to coordinate the journey.
[ 03 ]
Build for operations too
Internal views made exceptions, status changes, and transaction activity visible to the people responsible for resolving them.
[ 03 ]
What went right
Explicit workflow states made complex KYC cases easier to reason about and support.
Provider boundaries reduced unnecessary handling of sensitive payment information.
Customer and operations experiences were designed together rather than as separate products.
[ 04 ]
Outcome
OUTCOME 01
The platform has handled more than $12 million in transactions.
OUTCOME 02
A tailored onboarding flow gave the business greater control over compliance and customer experience.
What we delivered
- Investor onboarding
- KYC workflow
- Payment processing
- Operations console
Behind the scenes
For readers who want the technical detail, these are the specialist building blocks supporting the experience. Clients do not need to select or manage them.