Streamlining Client Onboarding Process for a Bank



Our client, a systemic bank in the European Union was struggling with a number of operational inefficiencies. Through a management workshop, we helped the client articulate what the exact pain points were and prioritise the one which contributed to the most inefficiencies. Concluding that this was the long and bureaucratic client onboarding process, we then helped the client set the ambition to deal with this issue, identify relevant technological solutions that would be appropriate and assisting with the incorporation of that technology to the bank’s systems. 



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