Financial services case study
Digital onboarding that cut account setup time in half
A guided onboarding experience and backend workflow redesign that helped a regional bank convert more applicants with less manual review.
The challenge
Horizon Bank’s account opening journey relied on fragmented forms and heavy back-office follow-up, creating delays and abandoned applications.
Our approach
We redesigned the end-to-end flow, introduced progressive disclosure, and built a secure applicant portal with automated document checks and status visibility.