Enterprise Software · 2025
Northbank for Northbank Financial
A regulated onboarding platform that cut commercial account opening from nine days to under an hour.
- 52 min
- Onboarding time
- -61%
- Abandonment
- 0
- Audit findings
The challenge
Commercial onboarding involved eleven handoffs, six PDFs and a compliance review that ran entirely over email. Drop-off after step three exceeded 40%.
What we did
Rebuilt the flow as a resumable, server-rendered wizard with per-step persistence.
Automated KYB checks through a rules engine with a full audit trail for regulators.
Introduced a reviewer console with queue prioritisation and SLA visibility.
Instrumented every step so the compliance team could see drop-off in real time.
The outcome
Account opening now completes in fifty-two minutes on average, and abandonment fell by 61% within two quarters.