The Missing Handoff
One customer. Too many handoffs.
Heads of digital banking, onboarding and operations
4-minute hosted walkthroughA customer token moves between three disconnected desks. Each asks for the same information. A missing approval leaves the account waiting.
Move the same token through a configured application, account-opening step and first funding event. Show the review branch and the corresponding ledger record.
Pick a fictional customer. Find the stalled handoff. Rebuild the journey with three connected modules.
A map of the bank’s onboarding bottleneck and a focused Applications + Deposits discovery session.
THE QUESTION THAT STARTS THE CONVERSATION“Where does a complete application stop moving?”
Build notes & product basis +
The installationTwo counters, three trays, one tablet and a magnetic customer token. A portable tabletop version works first.
The product basisApplications provides configurable onboarding workflows. Deposits supports account creation and funding. Ledgers records the resulting movements.