Use casesAccelerated Onboarding

Achieve streamlined workflow without manual entry and enable effective onboarding in a fraction of a time.

Challenge

Legacy customer onboarding is time-consuming, costly, and requires individuals to go through numerous compliance steps.

The manual customer onboarding process in capital market currently took approximately 2-34 weeks and adhered to stringent regulations.  The process took longer time because of duplicate documents, incorrect form filling, etc

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Solution

Omnichannel strategy

The omnichannel support built through the Dolphin.ai onboarding process offered a connected experience for customers with real-time validation, identification & enrolment.

Dramatic reduction in onboarding time

With Dolphin.ai, the onboarding time was drastically reduced. The completion of the process streamed down from weeks to just 30 minutes due to automated document processing.

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Outcome

  • Faster turnaround time in completing the onboarding process.
  • The processed information is highly accurate, and no duplication of documents.
  • Increased customer satisfaction with a smoother onboarding experience.

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