Fintech Compliance Services | B2B UI/UX | Collective | Sign flow

The original signing process required users to download documents, sign them separately, then re-upload. Every extra step was a chance to drop off, and many did.

We redesigned the signing flow as a sequential step-by-step process that works on any device. Phone camera upload or desktop, each step shows exactly what comes next so users always know where they are in the process.

The design choice was to break a complex multi-document signing requirement into single actions, so users never faced the full complexity of what they were completing all at once. The signing workflow eliminated the download-sign-upload loop entirely, which contributed directly to the 50% reduction in time to activation.