Our client, like many banks, were facing multiple challenges in their onboarding and account opening processes. Scalability and efficiency were two important metrics we were asked to improve. Our senior experts interviewed the onboarding teams to document the current process and recommended a new unified process covering front, middle and back office teams.
We identified and removed key-person dependencies and documented the new process into a key operating manual for global use.
Thushan Kumaraswamy
