Project overview
What mattered in this project.
Together with JRC Capital Management, a complex onboarding and depot opening process for new customers was digitized, from the interest form to the connection to the depot opening.
Bajorat Media provided support with consulting, UX concept, form process, technical development, automatic document and contract creation as well as API connection to Interactive Brokers.
The process led to registration, identification, risk profile, investment selection and depot opening in a clearer digital route with better user guidance.
