Case Study: Wirely Cuts Client Onboarding Time by 90% with LaunchBay

How Wirely Cut Client Onboarding Time by Over 90%

Wirely, a human-first financial management software provider for the hospitality industry, faced significant challenges with its client onboarding process. As their software required extensive information from multiple client stakeholders, the previous reliance on email and clunky project management tools like Asana led to a lengthy process that could take up to three months, wasting hours on manual follow-ups. To solve this, they turned to LaunchBay.

By implementing LaunchBay's loginless and fully white-labeled client portals, Wirely centralized and automated its onboarding. The solution provided a frictionless experience for clients and gave the Wirely team real-time visibility into progress. This resulted in a 90% reduction in client onboarding time, saving over four hours per client and completely eliminating the need for manual follow-up emails, allowing the team to focus on delivering value.

Wirely

Lloyd Boolkin

Head of Customer Success