Customization & Enhancement on Service and Experience Cloud
Fintech
Binding seamless Technology with Finance
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Binding seamless Technology with Finance
Implementing Salesforce to smoothen your business
Building Solution to Solve unique Problems
Accelerate digital transformation with cloud
Simplifying business with Data Science
Revolutionizing businesses using blockchain
Developing Contact Center Solutions Leveraging Genesys
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case studies
GeneralPublished on: Fri Feb 10 2023
About Our Client
A financial advisory firm headquartered in San Francisco, California with $2.04B worth assets under management. The firm offers services such as financial planning and portfolio management. They work with a range of individual and institutional clients.
Client’s Challenges
· The key objective of the client was to expedite the customer onboarding and plan the setup process by minimizing the manual work across various onboarding stages.
· Their existing system had no proper workflow for tracking the customer onboarding journey and thus failed to offer a good user experience.
Hexaview’s Solution
· Created a fully automated customer onboarding workflow using triggers as per the required sequence.
· Created a visualized path of the workflow to track the status easily.
· Made the platform admin-friendly with custom labels and settings. The admin does not need to edit the code for making any quick updates to the functionality.
Impacts on Business
· A fully automated Customer Onboarding process saving up to 50% of FTE time per customer.
· Monitoring the progress of tasks from each stakeholder now manages to correct status reporting and proper work coordination saved time up to 25% in the process.
· Transparent flow to ease tracking.
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