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:

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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
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