2 min read

Nisum Helps Reduce Client Enrollment Process Time by 99% With a New Web Solution

Feb 2, 2022 10:03:14 AM

Nisum implemented a digital web solution that improved customer experience and helped increase annual client enrollment.

new-web-solution-photo

The stockbroker has a new web solution that streamlined the client enrollment process and optimized all of their processes, leading to:

1%
repair rate, down from 66%

+79%
increase in annual client enrollment

Business Challenge

A Latin American banking client wanted a system that would automate their client enrollment process to reduce the time it takes to enroll new clients, as well as those clients not enrolled. The new system would need to:

  • Increase the number of clients and enable them to invest in products

  • Promote self-service and reduce the operational load of the branches

  • Support and allow digital signatures for contracts on the website

  • Reactivate current clients who have not invested for several months

  • Reduce operational risk and automate fraud detection and compliance review

  • Improve the process of updating customer data inside their private banking session

 

Solution

Nisum implemented a fully digital web solution with a focus on enabling clients to invest in the products of the banking, allowing the bank to operate immediately, which led to:

  • Improving the repair rate and process of updating customer data by using Azure cloud architecture best practices

  • Enabling the bank to promote self-service and reducing the operational load due to the registration process being entirely online

  • Increasing the number of clients and improving customer experience with an enhanced enablement process

  • Improving the quality of customer data received by utilizing microservices based on Spring Boot web frameworks and Angular, with different analytical systems to monitor operations

New call-to-action


Feel free to contact us for more information on how Nisum can drive results for your company.

Nisum

Nisum

Founded in California in 2000, Nisum is a digital commerce company focused on strategic IT initiatives using integrated solutions that deliver real and measurable growth.

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Nisum Helps Reduce Client Enrollment Process Time by 99% With a New Web Solution

Feb 2, 2022 10:03:14 AM

Nisum implemented a digital web solution that improved customer experience and helped increase annual client enrollment.

new-web-solution-photo

The stockbroker has a new web solution that streamlined the client enrollment process and optimized all of their processes, leading to:

1%
repair rate, down from 66%

+79%
increase in annual client enrollment

Business Challenge

A Latin American banking client wanted a system that would automate their client enrollment process to reduce the time it takes to enroll new clients, as well as those clients not enrolled. The new system would need to:

  • Increase the number of clients and enable them to invest in products

  • Promote self-service and reduce the operational load of the branches

  • Support and allow digital signatures for contracts on the website

  • Reactivate current clients who have not invested for several months

  • Reduce operational risk and automate fraud detection and compliance review

  • Improve the process of updating customer data inside their private banking session

 

Solution

Nisum implemented a fully digital web solution with a focus on enabling clients to invest in the products of the banking, allowing the bank to operate immediately, which led to:

  • Improving the repair rate and process of updating customer data by using Azure cloud architecture best practices

  • Enabling the bank to promote self-service and reducing the operational load due to the registration process being entirely online

  • Increasing the number of clients and improving customer experience with an enhanced enablement process

  • Improving the quality of customer data received by utilizing microservices based on Spring Boot web frameworks and Angular, with different analytical systems to monitor operations

New call-to-action


Feel free to contact us for more information on how Nisum can drive results for your company.

Nisum

Nisum

Founded in California in 2000, Nisum is a digital commerce company focused on strategic IT initiatives using integrated solutions that deliver real and measurable growth.

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