Transforming Trading Onboarding: From Legacy to Modern Experience

Note: This is a showcase of my first project as a PM transitioning from a backend application engineer to a product manager. To keep things simplified - I have excluded sensitive and classified information.

📋 Project Overview

Industry	Financial Services / Fintech
Role	Product Manager
Impact	Modernized onboarding for 4+ stakeholder groups
Compliance	AML/MAS Regulatory Requirements

💡 Philosophy

"Agile is a mindset. It is not a tool nor methodology. It should be as shift like a water"

As a Product Manager in the fintech space, I believe that the best products seamlessly integrate complex regulatory requirements while delivering intuitive, user-centric experiences.

🎯 The Challenge, The Problem and How do we bullseye it?

The Problem

Multiple stakeholder groups were struggling with an outdated legacy system that created friction in the trading account onboarding process:

Credit Admin Unit → Manual processes and data silos 💥 big problem
Regulatory Teams → Compliance tracking difficulties 💥💥 another big issue here
Client Support → Limited visibility into application status 💥 bad admin experience
Sales Teams → Lengthy onboarding affecting conversion 💥 bad CX

Legacy System Limitations

🔗 Before: eforms.phillipnova.com.sg