Noelle Ingrisano
Home
Selected work
Aligning prospect onboarding with Bessemer’s digital vision
Bringing clarity, consistency, and trust to the client journey
Overview
As part of Bessemer Trust’s broader effort to modernize its client dashboard, we turned our attention to the prospect onboarding experience. .The existing flow relied on email threads and manual document sharing, which felt fragmented, not secure, and out of step with the level of service clients expected.
We redesigned the prospect flow to create a more modern, secure, and personalized experience, one that better served both clients and advisors while aligning with Bessemer’s evolving digital platform.
The problem
As client acquisition became a core initiative, it was clear the prospect experience lacked the polish, consistency, and brand alignment needed to support growth and convert high-value leads.
Disconnected from the evolving brand experience
While the main client dashboard was being modernized, the prospect flow remained outdated — lacking visual alignment, a sense of guidance, or the personalized, high-touch tone Bessemer is known for.
High effort for low confidence
Without a unified place to review documents, contact their advisor, or explore Bessemer’s offering, prospects were left piecing things together across email, PDFs, and verbal conversations.
Brand misalignment at a critical moment
Prospects encountered this disjointed flow when they were already 70–80% through onboarding , introducing doubt or frustration at the worst possible moment.
An inconsistent and manual process
The prospect onboarding experience lacked a defined flow, relying on informal tools and advisor-led workarounds.
Approach
As part of a larger company-wide focus on client acquisition, this work aimed to turn late-stage prospects into fully onboarded clients through a clearer, more polished experience. We focused on reducing friction, building trust, and aligning the experience with Bessemer’s evolving digital platform.
Mapping the prospect journey
We started by mapping the existing flow between advisors and prospects — identifying key friction points, broken touchpoints, and unclear responsibilities. This included interviewing advisors, reviewing real email threads, and working with internal teams to understand compliance needs.
Prospect journey
Prospect with prospect pitch (ultimately pushed to a second iteration coming 2026)
User profile journey
scroll
Designing for clarity and trust
Low-fidelity wireframes explored simplified flows for document sharing, messaging, and onboarding visibility. We aimed to reduce back-and-forth while making the experience feel more personal, secure, and aligned with the main client dashboard.
scroll
Listening to advisors
Client advisors were essential partners in this work. Their feedback during user testing helped shape the flow, clarify priorities, and surface real pain points — from time lost to manual uploads to concerns about how the process reflected on their professionalism. Including them early also helped build buy-in for the final solution.
Prototyping a guided experience
The final direction included a personalized welcome, simple upload/download tools, visibility into next steps, and a layout visually connected to our existing platform. We built and tested interactive prototypes to validate flow clarity and emotional tone before handoff. (For a finished prototype video, please feel free to reach out)
Results & team impact
The design system became the centralized source of truth and a shared foundation for product teams.
Reduced friction during onboarding
Prospects could now share and receive documents in a secure, unified space — eliminating long email threads and manual advisor follow-ups.
Improved advisor efficiency
Advisors no longer needed to manually manage file transfers or track down document versions, saving time and reducing the chance for errors.
Supported broader client acquisition goals
While we didn’t measure conversion impact directly, this experience was part of a larger firm-wide initiative to modernize onboarding and improve client acquisition helping turn a fragmented process into one that felt intentional and brand-aligned.
Strengthened early trust and brand connection
By aligning the prospect flow with the client dashboard, we created a more unified and polished experience — helping build confidence and loyalty before a client ever officially came onboard.
Key learnings
One of the biggest lessons from this project was learning to balance ambition with reality. We had bold ideas for creating a truly standout experience — but technical constraints and tight timelines meant making tough calls about what to prioritize. It reinforced the importance of aligning early with partners, designing for constraints, and still finding ways to create meaningful, polished moments.
Learn more about me
Next project: My time as a senior
UX educator
Reach out for collaboration,
consulting, or coffee.
n.ingrisano8@gmail.com
631 901 5556
Noelle Ingrisano
Home
Selected work
Aligning prospect onboarding with Bessemer’s digital vision
Bringing clarity, consistency, and trust to the client journey
Overview
As part of Bessemer Trust’s broader effort to modernize its client dashboard, we turned our attention to the prospect onboarding experience. .The existing flow relied on email threads and manual document sharing, which felt fragmented, not secure, and out of step with the level of service clients expected.
We redesigned the prospect flow to create a more modern, secure, and personalized experience, one that better served both clients and advisors while aligning with Bessemer’s evolving digital platform.
The problem
As client acquisition became a core initiative, it was clear the prospect experience lacked the polish, consistency, and brand alignment needed to support growth and convert high-value leads.
Disconnected from the evolving brand experience
While the main client dashboard was being modernized, the prospect flow remained outdated — lacking visual alignment, a sense of guidance, or the personalized, high-touch tone Bessemer is known for.
High effort for low confidence
Without a unified place to review documents, contact their advisor, or explore Bessemer’s offering, prospects were left piecing things together across email, PDFs, and verbal conversations.
Brand misalignment at a critical moment
Prospects encountered this disjointed flow when they were already 70–80% through onboarding , introducing doubt or frustration at the worst possible moment.
An inconsistent and manual process
The prospect onboarding experience lacked a defined flow, relying on informal tools and advisor-led workarounds.
Approach
As part of a larger company-wide focus on client acquisition, this work aimed to turn late-stage prospects into fully onboarded clients through a clearer, more polished experience. We focused on reducing friction, building trust, and aligning the experience with Bessemer’s evolving digital platform.
Mapping the prospect journey
We started by mapping the existing flow between advisors and prospects — identifying key friction points, broken touchpoints, and unclear responsibilities. This included interviewing advisors, reviewing real email threads, and working with internal teams to understand compliance needs.
Prospect journey
Prospect with prospect pitch (ultimately pushed to a second iteration coming 2026)
User profile journey
scroll
Designing for clarity and trust
Low-fidelity wireframes explored simplified flows for document sharing, messaging, and onboarding visibility. We aimed to reduce back-and-forth while making the experience feel more personal, secure, and aligned with the main client dashboard.
scroll
Listening to advisors
Client advisors were essential partners in this work. Their feedback during user testing helped shape the flow, clarify priorities, and surface real pain points — from time lost to manual uploads to concerns about how the process reflected on their professionalism. Including them early also helped build buy-in for the final solution.
Prototyping a guided experience
The final direction included a personalized welcome, simple upload/download tools, visibility into next steps, and a layout visually connected to our existing platform. We built and tested interactive prototypes to validate flow clarity and emotional tone before handoff. (For a finished prototype video, please feel free to reach out)
Results & team impact
The design system became the centralized source of truth and a shared foundation for product teams.
Reduced friction during onboarding
Prospects could now share and receive documents in a secure, unified space — eliminating long email threads and manual advisor follow-ups.
Improved advisor efficiency
Advisors no longer needed to manually manage file transfers or track down document versions, saving time and reducing the chance for errors.
Supported broader client acquisition goals
While we didn’t measure conversion impact directly, this experience was part of a larger firm-wide initiative to modernize onboarding and improve client acquisition helping turn a fragmented process into one that felt intentional and brand-aligned.
Strengthened early trust and brand connection
By aligning the prospect flow with the client dashboard, we created a more unified and polished experience — helping build confidence and loyalty before a client ever officially came onboard.
Key learnings
One of the biggest lessons from this project was learning to balance ambition with reality. We had bold ideas for creating a truly standout experience — but technical constraints and tight timelines meant making tough calls about what to prioritize. It reinforced the importance of aligning early with partners, designing for constraints, and still finding ways to create meaningful, polished moments.
Learn more about me
Next project: My time as a senior
UX educator
Reach out for collaboration,
consulting, or coffee.
n.ingrisano8@gmail.com
631 901 5556