Paper-free digital induction process

Our client’s previous induction process was time consuming manual process and was a painful experience for clients. We digitised this process, providing a dashboard to track progress as well as third party integrations.

Details:

Company name:

Sense Network Limited

Industry:

Financial Services

Web Design Agency:

Reviews:

HubSpot Solution Partner Tier:

Report this listing

Overview:

The project brief was to simplify and digitise the onboarding process for our financial services client. The client operates within a heavily regulated sector which didn’t help the average time to onboard a new customer being anything from a couple of weeks to a few months! Our client’s induction process often required manual chasing to follow up with the new inductee to progress their application. This was a drain on resources and reliant on individuals managing the process.

Problem the company had:

The existing process was a manual, paper based approach that created a great deal of friction and undermined the delivery of an exceptional customer experience.

The Hubspot CMS solution:

We converted all paper-based forms into custom HubSpot forms, with a custom 'progress tracker' to give real-time feedback to the user. As the HubSpot forms have the option to pre-populate contact fields with known values, we were also able to show the user the details they had already submitted, so that they could easily see which information still needed to be completed. We incorporated Workflows to automate comms, integrated PandaDocs and also Booya to provide secure user logins

Results:

A seamless user journey, taking a previously long winded, painful process and making it fully digital, trackable and integrated.

Details:

Company name:

Sense Network Limited

Industry:

Financial Services

Web Design Agency:

Reviews:

HubSpot Solution Partner Tier:

Report this listing
Try HubSpot CMS free - Get a demo!

Learn more about CMS Hub
More Financial Services HubSpot CMS website examples:
Wakely Actuarial Embraces Inbound Marketing Wakely Actuarial Embraces Inbound Marketing
Financial Services
Company: Wakely Actuarial
Agency: Craft Impact
Wakely Actuarial is an actuarial consulting firm based in Palm Harbor, FL. They had long relied on networking at trade shows and customer referrals for new business, and had a website that, as far as they knew, never produced a single lead.
Report this listing
Blog for financial institution Blog for financial institution
Financial Services
Company: BDMG
Agency: Hook Digital
A simple, elegant design to serve an audience of hundreds of thousands of SMEs (Small and medium-sized enterprises).
Report this listing
Lowell goes digital for B2B experience Lowell goes digital for B2B experience
Financial Services
Company: Lowell
Agency: Prodo
A new B2B website for Lowell, a leading credit management company, designed to help them increase awareness of their brand and showcase the range of effective business solutions and benefits they can offer.
Report this listing
New Site Lets Multnomah Group Produce Higher Quality Content New Site Lets Multnomah Group Produce Higher Quality Content
Financial Services
Company: Multnomah Group
Agency: LyntonWeb
By collaborating closely with Multnomah Group's marketing manager, we designed a polished site on HubSpot's CMS that allows their team to easily edit and produce higher-quality content and generate more leads nationwide.
Report this listing
HubSpot custom website development HubSpot custom website development
Financial Services
Company: Compleat Software
Agency: The B2B Marketing Lab
An SEO-optimised website built from custom-designed templates within CMS Hub to differentiate Compleat Software - a spend management software provider - within the financial technology industry and improve their website performance.
Report this listing