HyperVerge One
Building and scaling enterprise onboarding products for WealthTech and Capital Markets.
Company: HyperVerge · Product: HyperVerge One · Role: Product Manager
Focus areas: WealthTech, Capital Markets, Compliance, Onboarding · Customers: Enterprise BFSI clients · Stage: Scale and expansion
1. The Problem
Context
Enterprise financial institutions in India struggle with slow, manual, and fragmented onboarding. Different products require different compliance checks, integrations, and workflows. This leads to long onboarding timelines, high operational effort, drop offs across complex journeys, and difficulty scaling across client types and channels. Clients needed onboarding journeys that were fast, compliant, and adaptable across both DIY and RM assisted models.
Problem Statement
How might we help enterprise WealthTech and Capital Markets clients launch compliant, scalable onboarding journeys quickly, while reducing manual effort and improving activation?
2. My Scope and Ownership
I own end to end onboarding products under HyperVerge One for WealthTech and Capital Markets. This includes DIY user journeys, RM assisted journeys, and core compliance and verification workflows. I take products from UAT to production rapidly, often within 2 to 3 weeks per client.
3. What I Built and Scaled
I built and scaled a comprehensive suite of onboarding journeys for the Capital Markets and WealthTech space, covering both individual and non individual use cases.
Journey Types
- DIY self serve onboarding journeys
- RM assisted onboarding journeys
Account Opening and Market Journeys
- Demat Trading account opening journeys
- Brokerage account opening journeys
- Full Capital Markets account opening stack
Customer Segments
- Resident individual journeys
- NRI onboarding journeys
- HUF and HEF journeys
- Private Limited and other corporate non individual journeys
Client Coverage
These journeys were launched and scaled across enterprise clients including IIFL, ICICI, HDFC AMC, SBI MF, and Shoonya. The focus throughout was on building reusable, configurable journeys that could scale across clients while meeting varying regulatory and operational requirements.
4. Execution Approach
Product Strategy
- Designed modular onboarding journeys that could adapt to client needs
- Supported both self serve and RM assisted flows
- Built fallback and orchestration logic to reduce failure impact
Cross Functional Ownership
I worked closely with Engineering, AI and ML teams, GTM and Delivery, and Operations. I owned funnel definitions, failure diagnostics, latency metrics, and conversion tracking. All decisions were backed by data and production learnings.
5. Impact
Operational Impact
- Reduced manual onboarding and ops effort by ~90%
- Improved time to activation through better orchestration and UX
Business Impact
- Contributed $20K+ MRR within the first year of go live
- Enabled faster enterprise launches across multiple clients
Client Impact
Launched and scaled onboarding journeys for: IIFL, ICICI Prudential, HDFC AMC, SBI MF, Shoonya, Nirmal Bang, Reliance Securities.
6. What Was Challenging
- Each enterprise client had unique compliance interpretations
- Latency and reliability mattered as much as correctness
- Small UX changes had outsized impact on conversion
- Balancing speed of delivery with long term platform quality