Software & service journeys
TN account-opening portal
Personal and business account-opening documents organised into an online preparation journey.
Open the preparation portal ↗Working application-preparation portal
The context
The job behind
the interface.
Account-opening preparation involves shared details, account-specific requirements and several original documents. The portal brings those steps together so an applicant can prepare a more consistent application pack.
What the experience includes
- 01Personal and business account preparation journeys
- 02Shared details across relevant application documents
- 03Access to original forms and document requirements
- 04Downloadable application-pack preparation
The approach
Make the next step clear.
- Applicants can find the correct documents before starting.
- Shared information can be prepared within one journey.
- The original forms remain available alongside the digital preparation.
Current status & responsibilities
Working application-preparation portal
This is a preparation interface. Bank review, identity checks, acceptance and account activation remain separate. A completed pack is not an opened bank account.
Open the preparation portal ↗Start a conversation
Have a related brief?
Bring the process, the place or the source material. We can discuss what a useful version would need to do.