Case Studies
/
BFS Leader
Cutting Onboarding Time From 40 Minutes to 18
56%
Faster Onboarding
2.4X
DSA Conversion Growth
40%
Resource Reduction
The Challenge
Customer onboarding was split across disjointed platforms, with no shared workflow connecting the systems handling forms, identity verification, and account setup. Complex, lengthy forms combined with unclear progress indicators drove high abandonment rates before applicants ever completed onboarding. KYC verification relied on manual review, introducing delays measured in days rather than minutes, and the lack of integration between onboarding, CRM, and loan origination systems meant no path to real-time personalization or cross-sell, every customer moved through the same rigid flow regardless of profile or intent.
Our Execution
We designed and built a unified customer onboarding platform supporting omnichannel journeys, so customers could start on one channel and complete onboarding on another without losing progress. Digital KYC was integrated directly into the flow using DigiLocker and CKYC, replacing manual verification with automated, real-time identity checks. A smart form builder dynamically adjusted form complexity based on applicant profile, paired with real-time field-level validation to catch errors before submission rather than after. The entire platform was integrated across core banking, CRM, and loan origination systems, enabling straight-through processing and real-time personalization based on shared customer data.
Discover What We Could Build
Let's talk about what a unified onboarding platform could do for your business.