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Stanlib Onboarder


Front-End DevelopmentOnboarding



A digital client onboarding tool to improve acquisition of new Stanlib customers without requiring input from financial advisors.
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The onboarding of financial clients for STANLIB tax-free savings accounts is a slow and cumbersome process, discouraging new clients and burdening financial institutions in admin and overhead costs.


Design and develop a web application so that new clients (new investors) can apply for a STANLIB tax-free savings account online.

Project Overview

STANLIB approached us to design and build an onboarding web application where users could apply for a tax-free savings account online.

Our solution was a custom-built, single-page onboarding web application where users could easily apply for an account online.

Feature Highlights

  • Single-page application (SPA)
  • Projected returns graph on investment
  • Submit South African ID document or Smart ID via file upload or real-time photo
  • SVS verification on ID document
  • SMS notifications
  • Save and resume functionality on application
  • Track web application usability with Google Tag Manager
Feature 1

Returns graph

Feature 2

Confirm Details



Security modules – Responsible for the authorisation of the application layer to securely communicate with the data layer.

Useful technical features

Processing modules

Responsible for executing the steps required for a specific action and invoking other modules to assist in the process.

Data layer communication modules

Responsible for the communication between the application layer and the data layer

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