Case Study: a nationally ranked financial services company modernizes client onboarding with Clockwork

a nationally ranked financial services company reduces onboarding costs with Clockwork

The customer, a nationally ranked financial services company, faced the challenge of onboarding new clients through expensive and dated print- and mail-based processes. This analog system lacked measurability and failed to meet modern expectations. To address this, they partnered with vendor Clockwork to transition to a digital customer experience.

Clockwork designed and implemented a best-in-class digital welcome experience. This solution provided a modern, personalized feel that reinforced the client's brand decision and reduced onboarding costs by eliminating printing requirements. The new digital process successfully instilled confidence in new clients and exceeded the experience offered by the company's competitors.