The client onboarding process was revised four months ago to improve efficiency and enhance the initial customer experience.
This revision was based on feedback collected over the preceding six months and an internal review conducted five months prior.
The new streamlined workflow, implemented three months ago, has already shown a reduction in onboarding time.
We are tracking key metrics, and a full impact report will be generated at the end of this quarter.
The previous onboarding system had been in place for nearly three years.
Training for the new process was completed by all relevant staff two weeks ago.