Project Overview
FinSecure signed clients quickly but took weeks to get them live. We redesigned onboarding into five defined stages, moved document collection into a single tracked flow and gave each stage an accountable owner.
- Industry: Financial services
- Services: Process design, workflow automation
- Project duration: 9 weeks
- Result: onboarding cut from 21 days to 8
Client
FinSecure
Services
Operations Consulting
Category
Operations
Timeline
9 Weeks
Driven Results
Onboarding time fell from 21 days to 8, document chasing dropped by 70%, and compliance now sees live status without asking for updates.
Project Challenge
Onboarding was handled over email with no shared view of progress. Documents were chased repeatedly, compliance checks stalled unnoticed, and new clients waited three weeks before going live.
Process Design
Ownership Mapping
Workflow Automation
Let’s Build Your Path to Business Success
Take the next step toward smarter decisions, stronger strategies, and sustainable growth with expert business consulting and coaching.