Practical Onboarding Co.
Optimize Customer Onboarding for Financial Services – Expert Strategies and Hand-On Support
Boost your customer, business & risk onboarding KPIs in weeks, not quarters.
Think of as your Onboarding Hit Squad – here to help you accelerate. With 10+ years doing this, we identify problems fast and work with you to drive results.Our customer are enterprises and scale-ups in Financial Services, Lending and Banking.
Tailored solutions for your unique customer onboarding challenges – From strategy to rollout, delivering ROI within 8 months on average.
Every problem you have is unique to you, until you look around.
We can help you with:1. Breaking Down Traditional Silos Between Business, Risk and Compliance Functions
Exceptional financial crime fighting requires cross collaboration between business and risk functions. Breaking down traditional Enterprise risk silos improves knowledge and asset sharing which helps maximize investments while reducing overall risk. Change doesn't happen overnight.We work with Business, Risk and Compliance teams that collectively want to scale their customers onboarding cost-effectively with full confidence in their risk assessments.2. Leaving Eager Customers High and Dry
When you've been doing this as long as we have, you know where to look. We can often identify net new source of funnel inefficiencies without endless analytics reports - understanding decisioning logic, vendor agreements and customer conversations is sufficient.3. Outdated and Inefficient Back-Office Workflows
We dive deep to help solve pressing process and technology problems. Our Onboarding Experts identify core problems and support on the design, implementation and roll out of tailored solutions that improve back-office workflows. We take a zero/low-code approach and work with existing vendors when ever possible.Yes - we're intimately family with how to leverage Generative AI (GenAI) in this business-critical context.
Much more than advice, we're here to help. We roll up our sleeves and work alongside your team to implement the change.
Case Study: We launched the initial KYB implementation for a small business offering. We then drove down average turn around time and cost by 25% with intelligent automations, delivering ROI in 4 months.
Our Commitment: We’ll Find At Least one Onboarding KPIs that can be Moved in substantionally in just 2 weeks.
No upfront cost or commitment.