Reduced Cost Per Acquisition
Increased Operational Efficiency
Increased Customer Satisfaction
The client is a shared service organization serving affiliates that comprise the second-largest family of independent broker-dealers in the United States. Their advisor onboarding process is primarily manual with multiple data touch points from various internal and external data sources. The client wanted to speed up the onboarding process to bring new business faster.
Quantiphi conducted a two-day D2E discovery workshop to understand customer challenges to create a strategy, and is currently implementing the same. The client wanted to improve the advisor onboarding process which included driving operational excellence with improved data availability and quality, migration and modernization of disparate legacy systems for agility and building cloud-native applications for scalability.
Created engagement roadmap for: