Overview

The LIQID Private Equity Onboarding project was created to provide a seamless, end-to-end digital onboarding experience for international High Net Worth Individuals (HNWIs) entering private equity investments. The initiative focused on reducing complexity, enhancing regulatory compliance, and improving operational efficiency — all while maintaining a premium client experience aligned with LIQID’s high standards.

CLIENT

LIQID

YEAR

2019-2021

ROLE

Product Designer

Problem Statement

oarding private equity clients—especially international investors—is traditionally a complex, paper-heavy process involving manual checks, regulatory hurdles, and client friction.

Project Goals:

Create a fully digital onboarding journey from registration to investment.
Automate compliance and KYC processes while ensuring legal robustness.

Improve user experience by minimizing friction and manual intervention.
Increase internal efficiency and scalability for LIQID’s private equity offerings.

Design Process

Research & Discovery

Market research and competitive analysis revealed growing client demand for:

Fast, secure digital onboarding in financial services.

Greater transparency and control over the investment journey.

Assurance that regulatory requirements would be met without excessive complexity.

These findings validated the need for a fully integrated, user-friendly digital experience.

Ideation & Strategy

The onboarding flow was strategically designed to meet both user expectations and regulatory demands by:

Automating identity verification (KYC) and compliance checks.
Integrating secure digital contract signing.
Designing an interface that guides users clearly through every step.

Two primary personas were developed to guide the design:

High Net Worth Individuals

Seeking minimal onboarding friction while accessing exclusive investment opportunities.

International Investors

Requiring compliant, location-agnostic onboarding processes that ensure legal coverage and ease of use.

Key Features Designed

Guided by user insights, the strategic focus centered on:

Digital Registration
Fully embedded e-signature functionality to streamline document handling.
Automated KYC & Compliance
‍Real-time identity and regulatory checks using integrated third-party services.
Progressive Disclosure UI
A step-by-step interface that ensures clarity without overwhelming the user.

High-fidelity prototypes were tested across user segments, ensuring the design accommodated varying levels of technical literacy and regulatory needs across jurisdictions.

Testing & Iteration

The design underwent continuous validation through user testing and internal compliance reviews:

Legal and compliance feedback was used to fine-tune data handling and verification flows.
UX testing helped identify and eliminate friction points during registration and document submission.
Iterative improvements focused on reducing user drop-off and enhancing clarity throughout the process.

Results & Impact

The FINVIA Mobile App delivered measurable success both internally and among clients:

Reduced onboarding time, enabling faster access to investment opportunities.

High completion rate, for onboarding without manual support, a key marker of usability.

Increased conversion rates, of interested leads to active investors through a smoother user journey.

Enhanced internal efficiency, freeing up team resources from manual data entry and document handling.

This project played a pivotal role in positioning LIQID as a digitally advanced, client-centric platform within the private equity space — particularly attractive to global HNWIs seeking a frictionless, high-end investment experience.

LIQID Private Equity Onboarding