HSBC
World Class Onboarding
WCO is HSBC's flagship mobile onboarding initiative aimed at helping users open accounts quickly, securely, and seamlessly within a few minutes. I led the UX for multiple countries and created a detailed design blueprint across the program.
The project needed to serve two different user types (ATB — Already to Bank, and NTB — New to Bank), meet different market regulations, and still feel like one cohesive HSBC experience.
Using Lean UX and Design Thinking, we embarked on a fast-paced, cross-functional collaborative effort, while building a foundation that scaled across future rollouts.
- 01
Designed end-to-end UX for KYB & CIB segments
- 02
Designed end-to-end flows and created user flows
- 03
Led design thinking workshops and cross-functional reviews
- 04
Collaborated with BAs, researchers, and developers
- 05
Conducted and analysed user testing in partnership with the research team
- 06
Delivered polished, annotated designs ready for implementation
Used Figma and flexible user journeys, achieved the States of Blueprint, enabling fast adaptation in different geographies.
The World Class Onboarding (WCO) currently rolls out across key markets including the Philippines, UK, Australia, and Mexico with digital journeys on mobile. Our approach was performance-focused with clear user feedback loops, digital simulation, and deep success through simplified onboarding flows.
Search / Input Field
Problem Statement
The Search/Input field component is a combination of the Search and Input Field that allows the user to search from the registry or enter the value manually, or enter any other input manually. This was a new time-saving component that reduces the steps to complete the order in a given scenario. The proposed component covered both search & input field that could make the experience quick and easy for users.
Use Case
The Search/Input field component is a combination of the Search and Input Field that allows the user to search from the registry or enter the value and enter the input manually. The uses meet specific market requirements.
States Documented
Documented Variants
- Drop-downs / Input fields
- Input Fields with Character Counter
- Combination of With & Without Counter
Key Wins
WCO Gibraltar: market launched
WCO Egypt: launched
WCO Philippines: launched — fast launch; increasing reach
WCO UAE: market-launched
Upcoming Projects
- WCO Egypt (continues to live to bank)
- WCO Philippines (continuing to team)
- WCO Wallpaper (bios on brand)
- WCO UK (upcoming goals to launch)
Next project
Design Style-Guide