This Case Shows Specific Expertise. Find the Companies with the Skills Your Project Demands!

You're viewing one of tens of thousands of real cases compiled on Many.dev. Each case demonstrates specific, tangible expertise.

But how do you find the company that possesses the exact skills and experience needed for your project? Forget generic filters!

Our unique AI system allows you to describe your project in your own words and instantly get a list of companies that have already successfully applied that precise expertise in similar projects.

Create a free account to unlock powerful AI-powered search and connect with companies whose expertise directly matches your project's requirements.

Digital Onboarding Experience Modernization for Financial Services Client

clockwork.com

Financial services

Challenges in Outdated Onboarding Processes

Existing print-and-mail-based onboarding materials create a dated client experience, lack measurable engagement metrics, and incur escalating annual costs for printing and distribution.

About the Client

A leading financial services provider seeking to modernize client onboarding processes

Goals for Digital Onboarding Transformation

Create a modern, personalized digital welcome experience exceeding competitor standards
Reduce onboarding costs by eliminating print requirements
Establish measurable client engagement metrics
Enable personalized advisor-client relationship pathways
Align digital experience with premium financial advisory service expectations

Core System Functionalities and Features

Interactive digital welcome modules with multimedia content
Advisor-client matching and communication interface
Client progress tracking dashboard
Automated onboarding workflow management
Multi-device responsive design

Technology Stack Preferences

Modern web framework (React/Vue.js)

Cloud hosting platform (AWS/Azure)

Content management system (Headless CMS)

Google Analytics 4 integration

Cookie consent management framework

System Integration Requirements

CRM system (Salesforce/HubSpot)
Document management system (DocuSign)
Payment processing gateway
Client communication APIs (Twilio)

Non-Functional Requirements

Enterprise-grade security (SOC 2 compliance)
High-availability architecture (99.9% uptime)
GDPR-compliant data handling
WCAG 2.1 accessibility standards
Performance optimization (sub-2s page load times)

Expected Business Impact of Digital Onboarding Modernization

Implementation will deliver a 40-60% reduction in onboarding costs, measurable client engagement metrics, enhanced advisor-client relationship formation, and a scalable digital foundation supporting future personalization capabilities.