Financial Product Registration

Client Overview

A company in the financial sector required an efficient way to collect and manage user information via WhatsApp for product registration.


Challenge

The onboarding process was slow, limited to about 200 people daily with three resources.


Objectives

  • Increase onboarding capacity.
  • Simplify and streamline the registration process using technology.

Approach

  • Tool Integration: Implemented simple forms and Excel sheets to automate and speed up the registration.
  • Process Optimization: Provided strategic guidance and handholding to help the company adapt to new tools and processes.

Results

  • Massive Increase: Boosted onboarding capacity from 200 to over 1,000 people daily.
  • Smoother Transition: Successfully shifted to a more efficient process with minimal disruption by providing ongoing support and training.

Conclusion

This case highlights how a strategic approach to technology adoption can transform operations, removing bottlenecks and increasing efficiency.


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