Seamless Digital Onboarding for New Applicants with Salesforce Automation
Date
Mar, 2024
Client
FinTech
Category
Case Study
About the Client
A leading fintech company and credit card issuer wanted to make its onboarding and application process faster and easier. The goal was to cut down on manual work for representatives and provide applicants with a smooth digital experience for filling out forms and signing agreements. To do this, the company looked for a solution that could boost efficiency while still keeping compliance and trust intact.
Overview
Onboarding new applicants required many manual steps: creating Accounts and Contacts, then setting up Partner Users and Applications. The process was painstakingly slow, not to mention inconsistent. The Compliance team needed a consistent cycle to review, approve, reject, or modify applications while ensuring that contracts were both auditable and legal.
The organization turned to Vionsys to build a fully automated onboarding path on Salesforce, automating workflows for their Representatives, digitizing interactions with applicants, and adding e-signatures for quicker and more compliant contracts.
Challenges
- Manual Workflows for Reps: Setting up new applicants required multiple steps, slowing down productivity.
- Complex Applicant Experience: Applicants lacked a modern, digital-first method for completing and submitting forms.
- Compliance Bottlenecks: The review and correction loop lacked structure, leading to delays.
- No Centralized Contract Records: Signed documents were scattered, making audits and tracking difficult.
Solution
- Guided Low-Click Onboarding: Custom Salesforce actions automated Account, Contact, Partner User, and Application creation in the background.
- Applicant Portal Experience: A Salesforce Partner Community application, built with Aura, allowed applicants to complete and submit forms seamlessly.
- Integrated e-Signatures: DocuSign APIs validated and signed agreements before entering compliance review.
- Compliance Review Loop: A structured process allowed compliance officers to approve or return applications with corrections.
- Auto-Contracting & Traceability: Upon approval, Salesforce auto-generated contracts with attached signed PDFs for system-of-record compliance.
- Event-Driven Notifications: Automated status updates ensured both reps and applicants stayed aligned throughout the process.
Impact
- Faster Onboarding: Reduced clicks and steps significantly cut time-to-submission.
- Faster Onboarding: Reduced clicks and steps significantly cut time-to-submission.
- Less Back-and-Forth: Structured corrections minimized unnecessary email exchanges.
- Better Experience: Reps and applicants enjoyed a streamlined, transparent process with real-time status updates.
Technology Stack
- Experience Layer: Salesforce Partner Community, Aura framework, selective LWC components
- Automation: Salesforce Flow Builder + Apex Triggers
- e-Signature Integration: DocuSign REST APIs
- Data Model: Custom Application object linked to Accounts
Results
- Onboarding cycle time has been reduced significantly with fewer manual steps.
- First-pass application approvals increased due to structured compliance checks.
- Contract traceability improved with centralized, tamper-evident signed PDFs.
Overall efficiency increased, improving satisfaction for both reps and applicants
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Conslusion
By leveraging Salesforce and DocuSign integration, the organization transitioned from a manual-heavy, fragmented onboarding process to an intelligent, automated contracting system. The solution delivered speed, compliance, and transparency helping the business streamline operations while improving both user and applicant experiences.
