ClearFire Development case studies

A growing financial services startup faced bottlenecks in their customer onboarding process.

Client's onboarding process required prospective customers to download and fill out PDF forms, then email the completed forms back to Client - a tedious process that often required numerous exchanges and consumed time from key personnel.

We consulted with Client to understand their customer onoarding lifecycle, identify opportunities for automation and user experience enhancement, and determine how Client's existing assets could be leveraged to minimize development costs.

Client's PDF forms were replaced by a web-based account application that facilitated the collection of onboarding data, allowing users to initiate, resume, and finalize the submission of onboarding requests.

We then integrated the online account application with Client's CRM, obviating the need for manual data entry and allowing the CRM's functionality to be leveraged for automating customer follow-up and personnel engagement. Additionally, customers could now check their onboarding status directly from the online account application, reducing demand on support personnel and further lowering Client's acquisition costs.

Finally, we integrated Client's CRM with their financial services platform to automate customer account creation upon onboarding approval. Client now had a modern, automated onboarding solution that provided a massively improved user experience and significantly reduced acquisition costs, quickly yielding positive returns on the development investment.