Digital Onboarding
Build a personalised experience for new customers, including onboarding and account activation
Case Study Client
Wealth Management Institution
Objective
To build a platform that helps our clients engage with their customers on a deeper level during the onboarding process.
The Why: Problems
A wealth management institution was looking to improve its operational efficiency by digitising its processes and improving the customer experience.
The customer onboarding process was paper-based, inefficient and did not deliver a seamless customer experience for their most valuable wealth customers, leading to an increase in error rates and operational costs.
The institution lacked audit trails and proof-mapping for the onboarding process, having no centralised point of data to track the customer journey.
The How: Solutions
Our team collaborated with the client to design and deliver a fully digitalised process and approach to client onboarding on the web. In addition, operational processes have been digitalised starting with integrating all of their documents and digital assets into a single, integrated document management system.
Responsive design that enables the digital product to be accessed on multiple devices through mapping multi-level operational processes.
Implementing a digital signature feature that enables the customer to sign documents electronically.
Integrating the interface back to the legacy system to ensure that the new digital product interface is fully integrated with the legacy backend system.
The What: Outcomes
From the initial design to the final product, we helped the client to deliver a digital product that is fully integrated with their existing processes and realise a significant return on investment.
Throughout the process, we worked with the client to understand their business and develop a solution that is tailored to their needs and have delivered a solution that has helped them to increase their operational efficiency and improve their customer experience.
Fully digitalised onboarding process with a seamless customer experience.
Integrated document management system that enables the team to collaborate on documents and the creation of the digital product.
Short processing times and transparency of information provided to customers.
Increased acceptance and data quality by offering a more streamlined, efficient and seamless operational management process.
