Case Study: a Toronto-headquartered investment bank cuts onboarding time by 55% with Redian Software’s SuiteCRM KYC automation

Toronto-headquartered investment bank cuts onboarding time by 55% with Redian Software

Redian Software helped a Toronto-headquartered investment bank that was facing significant challenges with its manual customer onboarding process. The bank was losing days to fragmented KYC procedures across teams and paper-based agreements, which created poor visibility and compliance risks.

Redian Software implemented SuiteCRM as a central customer system, built custom KYC modules for automated workflows, and integrated DocuSign for digital signatures. This solution resulted in a 55% reduction in onboarding time, moved 100% of KYC documentation to digital, and significantly improved audit readiness for regulatory compliance.