Designing an Onboarding Platform for Relationship Managers
Relationship Managers (RMs) are at the heart of client engagement in financial services. Yet, many onboarding platforms are not designed with them in mind. Clunky interfaces, lack of visibility, and too many manual processes prevent RMs from doing what they do best: building strong relationships. So, how can we design onboarding platforms with RMs at the center?
The RM’s Pain Points
RMs often feel sidelined during onboarding. They have little visibility into progress, no easy way to check what’s missing, and limited tools to manage their client base effectively. Meanwhile, delays in onboarding reflect poorly on them, even when they’re not the bottleneck.
Key UX Considerations
Clear dashboards: RMs need to see where each client stands in the onboarding journey.
To-do lists: Assign follow-ups, pending document collection, or reviews clearly.
Client ownership: Let RMs "own" their book of business and track performance.
Real-time alerts: Notify RMs when action is required or when a client is flagged as high risk.
Designing for Efficiency
An RM-friendly onboarding platform should be fast, intuitive, and mobile-responsive. RMs are often on the go, and giving them access to core features—like checking a risk score or viewing a document list—on mobile can be a game-changer.
Byrsa’s Design Philosophy
Byrsa Corporate Bridge was built with RMs in mind. We offer:
Dashboards segmented by client, risk, and status
Comment threads and notes per onboarding request
RM-specific task views and entity portfolios
Access rights to ensure client data is scoped to the right RM
Benefits of a RM-Centric Platform
Faster onboarding completion rates
Higher client satisfaction
Fewer escalations and follow-ups
Better internal collaboration with compliance and operations
Conclusion
Onboarding should empower—not frustrate—relationship managers. A platform that’s designed with their workflow in mind leads to better client outcomes and higher internal productivity. Byrsa delivers this through thoughtful UX, smart automation, and real-time visibility, giving RMs the tools they need to succeed.
