endorsedCompleted

Digital Customer Onboarding Platform for Financial Services

Services Covered:

Custom Software Development

Industry

Financial Services

Duration

9 months

Budget

50K - 199K

Start Date

1 February 2018

Team Size

11-15 Employees

Engagement Model

Nearshore

Project Capability Score (PCS)

75/100

Good

Project Capability Score (PCS) estimates how capable BOOTIQ is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Zenoo Ltd

London, United Kingdom

Project Summary

BOOT!Q (formerly Blueberry) delivered an end-to-end digital customer onboarding and service platform for a financial-services client, implementing customer data collection, identity verification, bureau cross-referencing, real-time offers, digital signatures, and funds disbursal. The platform reduced manual handoffs and call-center interactions and produced a large increase in loan generation and baseline conversion rates.

Key Challenges

Build the first production platform for an end client

Project Deliverables

Digital customer onboarding platform
Customer data collection and verification
Integration with bureau and backend decision systems
Real-time offers and digital contracts with e-signatures
Funds disbursal workflow

Project Solution

BOOT!Q performed end-to-end delivery of a production digital onboarding system, coding the implementation in Node.js and React while the client provided UX design. The team implemented customer data collection and verification, bureau cross-referencing, integration with backend decision systems, real-time offers and contracts, digital signatures, and funds disbursal functionality. They delivered the first implementation that the client later took over and supported the project with one-week sprints tracked in Jira.

Project Outcome

Tenfold increase in loans
Increased baseline conversion rate and eliminated drop-off points
Reduced reliance on call centers and manual processes
Improved efficiency through digitization and better UX

Platforms

Tech Stack

Node.js
React.js

Client Endorsement

Overall Review Rating

4.5

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The new platform improved efficiency by reducing the number of customers who had to interface with a call center. BOOT!Q (formerly Blueberry) eliminated drop-off points and increased the baseline conversion rate, resulting in a dramatic increase in loans generated.”
Stuart Watkins
CEO
Date: 10/01/2019