Who: A Financial Services company offering financial products to serve personal loan requirements, as well as insurance products covering funeral, roadside and vehicle insurance.

The challenge: Being a highly competitive market, reaction speed to applications from potential customers and onboarding of customer is critical. Our client needed to update their processes in order to remain competitive.

The solution: Through the introduction of document management and workflow automation, we improved customer response times thereby improving its customer acquisition process.

All stages of the application and approval process are now fully transparent – both internally and externally to the applicant.