Before: 3 to 5 weeks to onboard a commercial banking client at CIBC
Now: it takes 7 days or less to onboard a new commercial client at CIBC
How: I designed and shipped a Salesforce based web-portal that sped up the onboarding journey by 400%
Old Process
Here’s a glimpse into the the old system…
The process was:
❌ Complex
❌ Convoluted
❌ Outdated
Resulting in a lot of back-and-forth, mistakes, and clients being asked the same questions too many times.
Glimpse into the new portal
User Registration
Manage Teams
Login Page + Forgot Password
Statement of Work
