Sample entryFintech
Faster, safer onboarding for a payments start-up
Illustrative scenario: replacing a manual onboarding process with an automated, auditable flow.
Client: [PLACEHOLDER_CLIENT_A] - a seed-stage payments company. This is a sample entry, not a real engagement. Outcomes are described qualitatively and are hypothetical.
Challenge
The team onboarded business customers by email and spreadsheet. Identity checks were inconsistent, reviewers had no single view of an application and there was no audit trail.
Solution
A web application where applicants complete a guided flow and reviewers handle exceptions in one queue, with every action recorded.
Approach
- Mapped the existing onboarding steps with the operations team and agreed which to automate first
- Integrated a third-party identity-verification provider behind a thin internal interface
- Built a reviewer queue with role-based access and a log of every decision
- Added automated tests around status transitions and webhook retries
Outcomes (illustrative)
- Applicants see a clear status instead of waiting for emails
- Reviewers work from one queue instead of several inboxes
- Decisions are traceable for later audit
Services involved
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