Challenge
Paper-based account opening process with high abandonment rates and slow customer activation.
Solution
Salesforce Flow-powered guided application process with Experience Cloud portal, integrated KYC verification, and core banking system connectivity.
Key Outcomes
- Nearly $1M annual savings
- Reduced abandonment rates
- Faster customer activation
- Improved customer satisfaction
Tags
account-openingretail-bankingdigitalonboardingkyc
Implementation Timeline
12-16 weeks
Medium Complexity