Web application for client onboarding.
Web platform development for client onboarding which allowed to cut down on client engagement times. This was reflected by a short-term portfolio growth of 25-30%. Development of client management boards which boosted growth visibility and request status.
Location: United Kingdom
Client: Insignis
Industry: Finance
Service: Dedicated Teams.
Expertise: Software Development
Technologies: .NET
Solution
The working scheme was tailored to the client’s needs, which meant a competitive advantage. Based on this, each amended requirement became new information during the development process. This allowed us to quickly take in any feedback from both internal and external clients, which in turn resulted in faster adaptation times for the product value.
Background
Insignis is a company dedicated to capital investments. It had a manual onboarding system where clients and its applicants had to fill out registration and affiliation forms in PDF format. In order to streamline the affiliation process and improve the user experience, the company decided to create a digital platform. In this case, the client’s main business need was developing an app that could be used to fill out application requests for registration to the Insignis platform, thus improving user experience.
Challenges
The client was looking for a technology partner to help develop a web onboarding application that would eliminate the need for paper forms and reduce the time it took for customers to register to the platform.
Business Objective
The service aims at developing an agile onboarding platform with a user-friendly interface. The solution was developed using an agile methodology framework, which ensured continuous deliveries of valuable software. This allowed us to meet and exceed customer expectations on agreed dates, with the greatest value that the team could offer.
Results
1.- Upon launching the application, the client managed to get 30% of their new users to go through the application.
2.- Activity has grown from 60 applications per month to 100 weekly applications as a result of collaborations with new partners. Also, the onboarding application has helped reduce affiliation times so that the result of the project is in line with the client’s expectations.
3.- The client’s current business target is a £3bn increase over the next 18 months, which will go hand in hand with the new project.
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