Our client, a financial services provider, required a robust solution to streamline their customer onboarding journey and loan processing. They wanted to enhance user experience across multiple touchpoints, including onboarding, dashboards, and agent applications. Using our Staff Augmentation Model, we provided specialized teams to address their needs, ensuring smooth integration of Aadhar verification, CIBIL checks, sales analytics, and agent workflow improvements. Through this partnership, we helped optimize their customer onboarding journey, improved access to sales data, and revamped their agent application, all while ensuring accuracy and compliance with regulatory standards.
BFSI
Staff Augmentation
We adopted a structured approach to address the client’s needs. First, we conducted in-depth discovery sessions to understand their onboarding and operational challenges. Next, we developed a seamless customer onboarding portal, integrating Aadhar verification, live photo uploads, and CIBIL score checks. We also enhanced dashboards to provide real-time sales insights and custom reports. Finally, we redesigned the agent app’s UX/UI, improving call functionality and implementing a robust property verification system to streamline loan processing.
We began by engaging with the client to understand their business challenges, identifying key areas where process enhancements and digital solutions were required. This phase involved defining system requirements for onboarding, dashboards, and agent workflows.
Our team focused on creating a seamless onboarding journey, integrating essential features such as Aadhar card verification, live photo uploads, and CIBIL score checks. The goal was to improve the customer experience and ensure regulatory compliance at each step.
We developed dashboards that provided the client with clear, real-time views of sales figures and reports. Multiple data views were implemented to help the client’s teams analyze performance from different perspectives.
The final step involved updating the agent app’s UX/UI and improving its functionality, specifically in property verification. The revamped app allowed agents to easily verify customer property details against loan requests, streamlining the loan approval process.
The integration of Aadhar card verification, live photo uploads, and CIBIL score checks had to comply with government regulations and ensure data security. Achieving this while maintaining a smooth user experience was a significant challenge.
The agent app required a comprehensive UI/UX redesign and additional functionality to allow agents to verify customer properties efficiently. Ensuring ease of use while adding new features was key to success.
Our solutions delivered significant improvements for the client. The streamlined customer onboarding journey, with integrated ID verification and CIBIL checks, enhanced user experience and compliance. The new dashboards provided real-time sales and performance insights, helping management make informed decisions.
Additionally, the revamped agent app boosted agent productivity by simplifying property verification and improving customer interactions.
We integrated Aadhar card verification, CIBIL score checks, and live photo uploads, creating a streamlined and secure customer onboarding experience.
The enhanced dashboards provided real-time access to sales figures, custom reports, and data views, improving decision-making and performance tracking across departments.
The redesigned agent app featured an improved UX/UI, enhanced call functionalities, and a robust property verification system, boosting agent efficiency and reducing the time taken for loan approvals.
