The key objective of the client was to expedite customer on-boarding and plan the setup process by minimizing the manual work across various onboarding stages. The client partnered with us to track and create various activities and tasks on Salesforce and support real-time, on demand fetching and feeding of most updated customer onboarding information to external entities like SetIt, FundOps and Task Manager.
The client was major US financial major dealing in financial, retirement, insurance, and investment services, products, and solutions.
The existing customer onboarding for institutional markets was being done manually consuming few hours per FTE with no system integrations in place for a sequential process of task execution. The various forms used to capture customer information and product recommendations were not quite accurate leading to errors and omissions on the side of client transition services, client transition managers and quality assurance teams. The front-end of the existing system was too primitive with no proper workflow for tracking the customer on-boarding journey and thus failed to offer a good user experience.
Partnering with the client, we successfully provided the needed solution to standardize and automate the on-boarding process:
Customer On-boarding was a complex implementation, with multiple integrations points, multiple actors involved in the process. Our project team worked in close conjunction with stakeholders, business analysts, upstream/downstream application team and third party vendors to ensure smooth and timely delivery. The entire process was implemented using Salesforce Lightning framework with reusable components. Our Salesforce expertise, Lightning development experience, and domain knowledge (BFS) was a key differentiator.