AI-powered onboarding transformation cuts time by 60%

UK-based SME in financial services

Value Highlights

A UK-based SME in the financial services sector was struggling with slow onboarding processes, manual compliance checks and fragmented customer communications. These inefficiencies created bottlenecks, reduced customer satisfaction and limited the scalability of the business.

What Were the Challenges?

Slow onboarding: Manual processes created huge delays, frustrated customers and delayed realisation of revenues.

Compliance inefficiencies: Manual document checks were time-consuming and prone to error.

Disjointed communications: Lack of integration between systems meant inconsistent customer communications causing further customer dissatisfaction.

High operational costs: Resources were tied up in routine admin rather than value-adding activities.

So, What Did We Do?

Through our Digital as a Service (DaaS) partnership, we focused on automating the most impactful processes first:

AI-powered document analysis: Automated compliance checks to speed up approvals and reduce errors.

Integrated CRM and workflow tools: Created a seamless, end-to-end customer onboarding workflow.

Digital workers: Automated various elements of the onboarding process and managed follow-up communications to ensure timely and consistent engagement.

The rapid implementation which delivered in weeks, not months, was achieved without disruption to the business.

Results

80% reduction in onboarding time, accelerating customer activation and revenue realisation.

90% improvement in compliance accuracy, reducing cost and regulatory risk.

80% customer satisfaction scores through faster, more consistent engagement.

With routine administration now handled by automation, the client’s team has redirected their time to relationship-building and strategic growth initiatives.

The automation framework continues to scale with the business, supporting expansion without a proportional increase in headcount.