Back to Use Cases
Commercial Banking
Client Onboarding Portal
Complexity
Medium
Timeline
10-14 weeks
Outcomes
4+
Challenge
Paper-based document submission with no transparency into onboarding status for commercial clients.
Solution
Experience Cloud branded portal for document upload, status tracking, and relationship manager communication with FSC back-end integration.
Key Outcomes
- Reduced manual document handling
- Fewer errors in submissions
- Improved client experience
- Enhanced long-term loyalty
Tags
portalcommercial-bankingonboardingdocumentsself-service
Implementation Timeline
10-14 weeks
Medium Complexity