Accelerating Client Onboarding for a Global Bank
Reduced client onboarding times by 40 % through end-to-end workflow redesign and smart digital integration, restoring trust and revenue growth.
Client Context
A global bank was losing prospective clients due to lengthy, disjointed onboarding. Through close collaboration with executives and frontline teams, the StratSolCo team streamlined the end-to-end journey, embedding digital tools that cut onboarding times by 40 % and restored customer confidence.
Key services
End-to-end process redesign
Digital tool integration
Cross-team collaboration & change management
Why choose us
Deep financial-services expertise
Rapid, measurable results
Proven record in complex global environments
From Frustration to Opportunity
A leading global bank was losing customers before accounts were even opened. Lengthy, confusing onboarding drained resources, eroded trust, and left significant revenue on the table.
Rethinking the Journey with Every Stakeholder
Working side-by-side with leadership and frontline teams, we mapped the onboarding journey end-to-end. This revealed friction points, duplicated tasks, and gaps in communication that slowed progress.
Designing Lean, Digital Workflows
Together we simplified processes and embedded smart digital tools to automate document handling, approvals, and compliance checks. The redesigned workflows created clarity and speed for both staff and customers.
Driving Change Across the Organization
Successful transformation required more than technology. We built alignment across departments, trained staff, and ensured that the new approach became the operational norm.
Measurable Impact on Speed and Trust
Onboarding times dropped by 40%, giving new clients a fast, professional experience. The bank regained customer confidence and recovered revenue that had been leaking away.