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Case Study

Customer Onboarding Automation Processes 1.5 Million Accounts for Global Fintech

Home » Resources » Case Studies » Customer Onboarding Automation Processes 1.5 Million Accounts for Global Fintech

Industry

Function

Topic

Results

1.5M

1.5M Credit cards printed for new customers

3x

3x faster customer onboarding.

$450M

Capability enabled their largest sale ($450M)

Company Profile

Public global fintech operating across fleet, travel/corporate payments, and healthcare benefits, fleet cards serve millions of vehicles, corporate solutions process tens of billions in annual purchase volume, and the healthcare platform helps hundreds of thousands of employers and tens of millions of consumers manage healthcare expenses. Thousands of employees across multiple countries and currencies.

Challenge

Onboarding process unable to meet demand

This Fintech had been awarded their largest contract ever worth about $450 million, which was 8x larger than any of their previous wins. The new client demanded that their 1.5 million customer accounts be onboarded immediately, and any delay would put client satisfaction at risk.

However, Fintech’s onboarding process in its existing state was not scalable to meet the deadline. Management needed an urgent solution for expedited onboarding that also could be reused with future clients.

Solution

Customer onboarding automation

WonderBotz worked with the Fintech to perform a rapid assessment to identify onboarding inefficiencies that were quickly solvable using intelligent automation.

A smart data-cleansing ETL solution was deployed to take on the large number of accounts to be onboarded. It ingests the account information from the client’s system then identifies and remediates the quality of extracted data.

Once the automation had been fully tested, the Fintech ran the robotz nonstop to ingest all 1.5 million accounts within the requested timeframe. This solution tripled the speed of their customer onboarding process.

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