Use Cases - Client Onboarding | Axell-Hub

Use Case

Digital Client On-boarding

Reimagining the client on-boarding experience was the goal for this multinational insurance and asset management client. We designed and built a solution in partnership with our technology partner – it was less than nine months from project inception to implementation.



  • Manual client on-boarding was inefficient, prone to error and reliant on physical processes
  • Lack of transparency over the process for staff
  • Poor client experience from multiple data entry requirements
  • Asset manager was exposed to risk from manual handling client information and with no clear audit trail 



  • Deliver a seamless client on-boarding experience at scale
  • Empower admin teams with readily available information and clear workflows
  • Reduce operational costs and administration burden
  • Improve risk and regulatory reporting 


The Solution

  • Digital client on-boarding experience
  • Digital document management
  • Automatic workflow management
  • Team collaboration & engagement tools
  • Advanced electronic signature
  • Biometric recognition of remote signatory
  • Platform implementation has allowed additional use cases and tech integrations within the business


Axell Team | | Axell Hub

With our proven innovation process, we helped our clients
design and launch a fit-for-purpose solution

Project Goals

Distribution | Axell Hub

Customer Centric

We helped our client build a fully digitised experience on the front-end that featured e-forms, digital signature, 24/7 access and remote identification on mobile.

Portfolio Management | Axell Hub

Process efficiency

Back-end digitisation allowed a fully automated administration workflow with clear roles for teams, notifications of new tasks and instant data validation.

Insurance blocks Claims/Underwriting | Axell Hub

Increased transparency

The solution gives stakeholders live updates on application progress while a single repository for all data, and reporting dashboard, meant information was easily available.

Operations & Risk | Axell Hub

Reduce risk

Dashboards automatically configure reports for relevant stakeholders and regulators while scheduling tools means no steps were missed in the onboarding process.

Digital Client Onboarding | Axell-Hub

Get access to the full case study

Interested to find out more? We have a comprehensive case study of the process to redesign onboarding for our client. The case study steps through the research and ideation process and gives an up-close look at the final solution.

Request your copy of the case study by getting in touch with an Axell team member. 

Tech Partner Testimonial

Axell brought deep insight and knowledge of how to work with corporate clients in their local market. This allowed the project to move from concept to implementation in a much shorter timeframe and we were able to deliver a solution that has delighted the client.

Use Cases - Client Onboarding | Axell-Hub
Use Case | Axell-Hub

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