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journey by 400% Old Process Here’s a glimpse into the the old system… The process was:❌ Complex❌ Convoluted ❌ Outdated Resulting in a lot of back-and-forth, mistakes, and clients being asked the same questions too many times.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 Want to learn more? Let’s connect so I can walk you through the project. Book a coffee chat
