When customers expressed interest regarding the product, the company gave relevant information about it. After collecting all the information, the concerned person of the company initiated the onboarding process for documentation including contracts, agreements, application forms, or regulatory documents, manually. Then verified the customer. Presented the product on the basis of requirement & also provided training to customers if needed. It was such a long process and needed effort.

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KEY HIGHLIGHTS

• Loss of Document-Hard copy of any document was lost or misplaced.

• Complexity-Process was complex and hindered the process.

• Difficulty in tracking- As maintained manually, tracking was difficult.

• Frustrated customer-As the process was very long, customers felt bored and got frustrated.

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