Case study
Seamless Onboarding for Rapidly Scaling Commodity Broker
Comprehensive end-to-end onboarding solution for Foenix Partners, enhancing operational efficiency and client experience.
Implemented solution in 21 days
Fully automated end-to-end onboarding
Enhanced client experience and operational efficiency
Case study
Seamless Onboarding for Rapidly Scaling Commodity Broker
Comprehensive end-to-end onboarding solution for Foenix Partners, enhancing operational efficiency and client experience.
Implemented solution in 21 days
Fully automated end-to-end onboarding
Enhanced client experience and operational efficiency
Case study
Seamless Onboarding for Rapidly Scaling Commodity Broker
Comprehensive end-to-end onboarding solution for Foenix Partners, enhancing operational efficiency and client experience.
Implemented solution in 21 days
Fully automated end-to-end onboarding
Enhanced client experience and operational efficiency
About Our Client
Foenix Partners (FP Commodities) is a UK-based commodity broker offering a diverse range of hedging products to SMEs and institutional clients. As they rapidly scale, they needed a solution to efficiently expand their clientele and improve their customer onboarding process.
THe Challenge
Scaling Clientele with Limited Resources
Foenix Partners faced significant challenges in expanding their clientele rapidly, improving their Excel-based onboarding process, and enhancing overall client experience.
Resource Constraints
Limited operational resources restricted Foenix Partners' ability to scale efficiently, as they couldn't expand their operations and onboarding team to match their rapid growth.
Inefficient Onboarding
The onboarding process relied heavily on Excel spreadsheets, making it cumbersome, prone to errors, and time-consuming, which hindered operational efficiency.
Poor Client Experience
The existing Excel-based onboarding process resulted in a suboptimal user experience, which negatively impacted the attraction and retention of potential clients.
the solution
Comprehensive End-to-End Onboarding System
Atfinity implemented a comprehensive onboarding system in just 21 days, enhancing operational efficiency and client experience for Foenix Partners.
The Results
Efficient and Automated Onboarding Process
Foenix Partners now benefits from a streamlined, automated onboarding process, significantly enhancing operational efficiency and client satisfaction.
Minimal Time Investment
Atfinity's fully-managed delivery and maintenance meant Foenix Partners invested minimal time to implement a suitable solution.
Enhanced Customer Experience
Integrating Scrive and SmartSearch into the onboarding journey provided a seamless and efficient client experience.
Faster Onboarding
The intuitive user journey ensures much faster and more efficient handling of onboardings, supporting Foenix Partners' rapid scaling efforts.
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Atfinity lets you launch digital onboarding journeys for clients in weeks, not months. Our platform adapts to your needs and integrates with your systems. Delight clients with a smooth, transparent onboarding experience that drives efficiency and growth.
80% Faster Onboarding
90% Straight-Through Processing
60% Efficiency Gains
100% Audit Ready
4X - 6X Faster Setup
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Create personalized digital onboarding in minutes with our user-friendly no-code platform. Set up data collection, rules and checks with ease.
Create Custom Onboarding Journeys
Create personalized digital onboarding in minutes with our user-friendly no-code platform. Set up data collection, rules and checks with ease.
