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Capital Call Self-serve
B2C
2026
Proactive account funding flow for high-net-worth clients
Led design on a self-serve capital call funding flow from concept to pilot. Streamlining a process that runs ~84K capital call transactions each quarter.
My role
Lead designer
Timeline
12 weeks
Team
Peer designers, 1 PM 1 Eng pod (4 FE / 4 BE)
Scope
0→1, concept to ship, user research
01
Background
A growing lorem ipsum
Alternatives investing is growing and clients increasingly expect a digital-first experience. This was the opportunity to modernize capital call funding into a guided, proactive experience built to scale.
Goal
Let high net-worth clients fund and manage capital calls through a seamless self-serve experience that removes the wait on a financial advisor and the risk of a missed deadline.
Capital call transactions
Accounts per quarter
02
Discovery
How a client hears about a shortfall today
A capital call notice reaches a client in two places.
Buried in an inbox and bundled with other notices.
Desktop platform
The answer sits several screens deep. Most clients only reach it after a financial advisor points them there.
Insight lorem ipsum
Lorem ipsum
01
Make the funds check proactive
Surface each account's projected balance against the upcoming call so a shortfall shows up before the due date rather than after.
02
Guide funding in one place
When a shortfall exists, walk the client through a trade or transfer to cover it with the right account already selected.
Adoption stragety
03
Start with a controlled pilot
The manual flow today is in place and functioning. A flawed rollout could erode both advisor and client trust.
Constraints lorem ipsum
Description
Constraint
The payment screen is not ours
We wanted the whole thing in one app. But the payment screen is owned by the commercial banking business, and pre-filling an amount and an account number carries compliance risk. Our deep link could take a client there. It could not take the answer with them.
Solution
Copy the exact amount in one tap, then redirect. The client arrives at the payment screen with the answer already in hand.
Problem
The money does not arrive when the client acts
We wanted the whole thing in one app. But the payment screen is owned by the commercial banking business, and pre-filling an amount and an account number carries compliance risk. Our deep link could take a client there. It could not take the answer with them.
Solution
Copy the exact amount in one tap, then redirect. The client arrives at the payment screen with the answer already in hand.
Trade-off
Living inside someone else's module
[TO CONFIRM]
Solution
[TO CONFIRM]
02
Design
02
Testing
04
Impact & result
From lock screen to funded
Description
04
Reflection / learning
From lock screen to funded
Description