CLIENT ONBOARDING – BAU WORKFLOWS

Automation
Workflow Solution
Data Analytics and Insight

“We had an existing solution but the feedback from clients was that it was user unfriendly and difficult to use.

This was one of the first interactions with the client and so didn’t give them the best impression of our services.”

MarkClient On-Boarding Team Lead, Investment Bank

“The new process meant we spent far less time than we had done previously on processing data, giving us more time to analyse it.

The clean, consistent structure of the data also meant we were able to archive the data for the first time, massively reducing the time it took us to respond to queries.”

AndreaProject Manager, Investment Bank