Seamless onboarding for a rapidly scaling commodity broker
A fast-growing brokerage firm needed a more efficient and professional way to onboard new clients at scale. This case study shows how Attara implemented a fully automated end-to-end onboarding solution in only 21 days, improving operational efficiency and enhancing the client journey.
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Implemented in 21 days.
Fully automated end to end onboarding.
Enhanced client experience and operational efficiency.
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Scaling the business with limited resources
Attara could not expand the operations and onboarding team at the speed required.
The existing onboarding process was manual, based on Excel spreadsheets, time consuming and prone to errors.
This created delays for clients and made it difficult to support the growing volume of new business.
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A comprehensive automated onboarding journey
Attara implemented a fully automated onboarding system delivered as a secure managed cloud solution.
Key elements included:
- A guided onboarding journey covering KYC /KYB workflows, background checks and structured approvals.
- Integration with SmartSearch for UBO and director identification.
- Integration with Scrive for identity verification and electronic signing.
- A managed delivery approach that required minimal time investment from Attara.
The entire implementation was completed within 21 days.
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Efficient and automated onboarding
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Improved efficiency
A fully managed solution that reduces internal effort for faster, more efficient onboarding.
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Reduced effort
Attara enjoys a smoother onboarding experience with fewer resources required.
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Streamlined scalability
The intuitive customer onboarding journey supports Attara in scaling their business rapidly.
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About Attara
Attara is a UK based commodity broker offering a diverse range of hedging products to SMEs and institutional clients. Their rapid growth created the need for a more scalable and automated onboarding process.
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Start small and scale up - your choice.
Prototype, run a proof of concept, or move into full deployment, all on the same AI-powered, no-code technology.