Streamlining the Onboarding Experience


Dental Fintech Organization

The client sought a partner to address a manual and time-consuming onboarding process for their dental financial services. Their previous operations often took weeks or months due to repetitive data entry of basic information, which led to employee dissatisfaction and growing tensions.
  • Engagement Manager
  • Architect
  • Engineering Lead
  • Product Manager
  • Designer
  • Quality Manager
  • Developer
  • Delivery Assurance
  • Design Thinking
  • Collaborative Quality
  • Product Design
  • Product Engineering

Collaborative Design Thinking

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.

Enabled New Expansions of New Customers

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

Full Self-Service Onboarding

The solution enabled customers to fully onboard in a self service model if they desired

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2 Weeks Saved On Onboarding: From 2 Weeks to 45 minutes

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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