Dental Fintech Organization
In response, the Dialexa team adopted a collaborative design thinking approach to deliver an improved and streamlined onboarding flow with a focus on automating data where possible. The new process involves a single source of entry for potential customers to engage with the client’s onboarding specialists, allowing customers to configure specific plan details, payment processing, and financial marketplace options.
The team developed a full-stack solution that streamlined and accelerated the onboarding process and enabled a single, easy data intake from customers’ existing systems in record time.
The new onboarding experience has enabled the Client to achieve their near term growth goals of increasing their customer base through a seamless onboarding process
The solution enabled customers to fully onboard in a self service model if they desired
The new onboarding flow consolidated the onboarding of three products into a single one and effectively reduced time to value from weeks to minutes
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