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.
AXELL’S ENGAGEMENT MODEL
With our proven innovation process, we helped our clients
design and launch a fit-for-purpose solution
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.
Back-end digitisation allowed a fully automated administration workflow with clear roles for teams, notifications of new tasks and instant data validation.
The solution gives stakeholders live updates on application progress while a single repository for all data, and reporting dashboard, meant information was easily available.
Dashboards automatically configure reports for relevant stakeholders and regulators while scheduling tools means no steps were missed in the onboarding process.
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.
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.