Overview
The Challenge
Everything ran through in-person meetings.
The provider of financial services had to sign new contracts with customers in person, and customers had no real-time access to their funds.
The Solution
A digital onboarding flow and a private customer zone.
We digitalized the onboarding process and contract creation, and built a private online customer zone with a full portfolio overview, backed by a complex integration with the provider of financial services.
Highlights
OnboardingDigital contracts
Onboarding and contract creation without in-person signing
Customer zonePortfolio overview
A private online zone with real-time access to funds
AudienceBuilt for retail
An investment platform aimed at retail customers
IntegrationProvider sync
Complex integration with the provider of financial services
Related
Taking a financial service online?
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