Transforming Customer Onboarding and Loan Processing with Customized Solutions
Overview
Our client, a financial services provider, required a robust solution to streamline their customer onboarding journey and loan processing. They wanted to enhance user experience across multiple touchpoints, including onboarding, dashboards, and agent applications. Using our Staff Augmentation Model, we provided specialized teams to address their needs, ensuring smooth integration of Aadhar verification, CIBIL checks, sales analytics, and agent workflow improvements. Through this partnership, we helped optimize their customer onboarding journey, improved access to sales data, and revamped their agent application, all while ensuring accuracy and compliance with regulatory standards.
BFSI
Staff Augmentation
Our Process
We adopted a structured approach to address the client’s needs. First, we conducted in-depth discovery sessions to understand their onboarding and operational challenges. Next, we developed a seamless customer onboarding portal, integrating Aadhar verification, live photo uploads, and CIBIL score checks. We also enhanced dashboards to provide real-time sales insights and custom reports. Finally, we redesigned the agent app’s UX/UI, improving call functionality and implementing a robust property verification system to streamline loan processing.
Discovery & Requirement Gathering
We began by engaging with the client to understand their business challenges, identifying key areas where process enhancements and digital solutions were required. This phase involved defining system requirements for onboarding, dashboards, and agent workflows.
Customer Onboarding Portal Development
Our team focused on creating a seamless onboarding journey, integrating essential features such as Aadhar card verification, live photo uploads, and CIBIL score checks. The goal was to improve the customer experience and ensure regulatory compliance at each step.
Dashboard and Reporting Enhancement
We developed dashboards that provided the client with clear, real-time views of sales figures and reports. Multiple data views were implemented to help the client’s teams analyze performance from different perspectives.
Agent Application Redesign & Verification
The final step involved updating the agent app’s UX/UI and improving its functionality, specifically in property verification. The revamped app allowed agents to easily verify customer property details against loan requests, streamlining the loan approval process.
