Lead Gen Partner Portal

Reduced business partner onboarding time by over 90%, freeing weeks of bandwidth for cross-functional teams.

 

Business Impact

This project delivered the following value:

  • Accelerated partner onboarding from 10+ days to less than 1 day.

  • Drove faster merchant activations, unlocking USD 6-figure revenue streams and ~12% lending funnel growth month-on-month rapidly for the business.

  • Enabled a unified, intuitive platform that improved partner collaboration and reduced manual errors.

 

The Objective

Moneyview wanted to enable business partners to onboard quickly, manage their credentials, and collaborate effectively.

The goal was to eliminate manual coordination delays and establish a foundation for scalable and frictionless partnerships for funnel growth.

 

Understanding the Problem

Lead-generating business partners needed a transparent, intuitive onboarding experience with clear steps, streamlined credential handover, and a single source of truth. They also needed trust and assurance that Moneyview’s platform could support efficient, error-free collaboration right from the start.

 

Challenges

Onboarding processes spanned the bandwidth of several teams with multiple inconsistencies, causing long delays for integration.

Partners interacted with multiple disconnected systems, leading to an increase in onboarding errors.

Stakeholders were hesitant to adopt new processes, fearing disruption of existing workflows and short-term productivity loss.

 

Research Phase

  • Conducted user interviews with onboarding managers, business partners, and internal teams to map pain points across the partner journey.

  • Synthesised insights to highlight key pain points, such as redundant and repetitive requests, and a lack of status visibility.

  • Created detailed personas for operations managers, stakeholders, and partner representatives, aligning features to specific workflows and expectations.

  • Mapped the current partner onboarding journey to identify inefficiencies and dependencies.

 

Design Phase

  • Redesigned the workflow for a streamlined, guided experience that proactively reduced partner-side drop-offs.

  • Built early wireframes showcasing credential management, real-time onboarding progress, and actionable next steps.

  • Iterated into high-fidelity prototypes incorporating data-driven content, micro-interactions, and error prevention patterns.

  • Secured alignment and approvals from key product, engineering, and business stakeholders by demonstrating potential impact on onboarding time and downstream business metrics.

 

Learnings

  • Early collaboration wins trust: Frequent stakeholder check-ins minimised late-stage surprises, accelerated development, and strengthened relationships with business teams.

  • Clarity multiplies speed: Providing clear onboarding steps and live status updates not only improved partner confidence but also motivated internal teams.

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