CRM + Onboarding Automation 2024
Meridian Finance Cover
- Client
- Meridian Finance
- Industry
- Fintech · Banking
- Year
- 2024
- Services
- CRM Automation · Onboarding · Workflows
- Location
- London, UK
Meridian was onboarding new clients through a painful manual process. Paper forms, email chains, and compliance checks that took 5 days per client. They needed automated onboarding workflows and a CRM pipeline that handled everything from KYC to account activation.
The Challenge
5-day onboarding bottleneck killing growth
The Approach
Automated KYC, document processing, and CRM pipeline
Results
Onboarding cut from 5 days to 4 hours, 94 NPS score
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