THE CHALLENGE
For a global technology leader, the client onboarding process was creating friction instead of building trust. The manual, impersonal system led to delays and inconsistencies, leaving new clients feeling disconnected from the start.
The company needed to transform its onboarding from a series of disconnected steps into a seamless, personalised experience. The goal was to improve efficiency and make an outstanding first impression that would set the stage for long-term, trust-based partnerships.
We developed a bespoke AI automation solution to deliver a highly personalised and efficient onboarding journey.
From 7 Hours to Minutes: Previously, the team spent approximately 7 hours every week on manual onboarding tasks. Our solution automated the most time-consuming elements, from generating personalised materials to scheduling meetings, slashing that time by 32%.
Enhanced Client Experience: The impact went beyond efficiency. With a consistent, near-zero error process, 52% of new clients reported being "extremely satisfied" with the personalised approach.
Focus on High-Value Work: By automating the administrative burden, the team was freed up to focus on strategic work that strengthens client relationships, rather than being bogged down in paperwork.
