Client Onboarding Automation
Built an automated onboarding pipeline for new clients, collecting and processing data efficiently.
Category:Automation
Client Type:Financial Services
Duration:4 weeks
Tech Stack:
Zapier
Make.com
Typeform API
Bubble.io
The client was losing 20% of prospects due to a slow, manual onboarding process. We replaced it with a fully automated workflow that handles identity verification, document collection, and CRM entry in under 5 minutes.
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