The challenge
A regional fintech was losing applicants to a manual, multi-day onboarding process spread across email, spreadsheets, and a legacy CRM.
The system we designed
We designed an automated onboarding workflow connecting their application forms, document verification, and CRM into a single system with real-time status tracking.
Approach
- Discovery workshop to map existing tools, workflows, and failure points
- System architecture designed before any build work began
- Phased implementation with weekly checkpoints
- Post-launch monitoring and optimization for the first 90 days
The result wasn't just a faster process — it was a system the team could finally trust.
Outcome
The new system removed the manual bottleneck entirely, giving the internal team a single source of truth and freeing up hours previously lost to manual coordination between tools.