Streamlining Corporate Onboarding in Financial Services

Streamlining Corporate Onboarding inFinancial Services

Challenge: The Financial Services provider faced delays in partner onboarding due to custom
data formats, escalating operational costs from growing partner ecosystem requirements, and
data security concerns during information exchange.

Our Solution: Utilizing B2B integration, our solution offered a seamless digital communication
platform for the Financial Services provider and its corporate partners. Key aspects of our
solution include:

High-Level Architecture: Our solution harnessed an API-first approach, catering to diverse file formats via bulk file options. Secured HTTP chunk-based transmission and ultralightweight agents fortified data exchange.

Value Creation:

  1. Efficient Onboarding: Achieved quicker onboarding of corporate partners.
  2. Enhanced Visibility: Provided operational dashboard for better file transmission
    monitoring and debugging.
  3. Cost Efficiency: Reduced maintenance and operational costs.
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