Real estate

Customer Onboarding

2-Jun-03-2022-05-07-24-59-AM

The Objective

  • The digitization of the real estate industry is accelerating, simplifying business processes, improving the customer experience, and ensuring benefits by transforming their core processes and system. There are quite a few instances where digital technology has enhanced and improved onboarding while boosting operational efficiency for real estate companies.

  • With the Real-estate industry being as diverse as challenging, Briix wanted to launch its digital platform to onboard its new and existing members. This platform will help property trading and investments envision their onboarding process as a completely digital application and a cost-effective method.

 

The Challenge

  • Briix needed their mobile application to be designed and built on exemplary information architecture to deliver a seamless user experience without any pain from the offline process.

  • Offline Onboarding was a time-consuming process.

  • The mobile app was the beginning of the product launch. Briix wanted a partner who could deliver a smooth digital onboarding experience with a minimum number of steps required, proving it to be an effortless digital transformation.

The Solution

  • With the vision to create a digital platform for its members, we created a strategy to build a digital platform facilitating easy access to the mobile app delivering software solution to implement a fully digital customer experience.

  • With our experience in Product and Cloud Engineering, we developed a solution where we collected new customers' minimum required information to create an account, providing a secure facility to store user login information with a robust authorization mechanism.

  • Integration with third-party KYC service for Document, Selfie Identification, and Verification to complete customer due diligence process and continuous transactions monitoring.

The Results

  • The paperless and fully digital application process.
  • Strengthening Briix's competitiveness.
  • Getting their customers onboarded within minutes, thereby increasing user engagement on the app with easy navigation to all the real estate and wealth management features.
  • Our system has connected customers, employees, and partners to all applications, processes, procedures, and other technologies that drive the business with enterprise integration.

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Performance Metrics

Reduced their onboarding process from 2 days to 15 minutes by setting up a seamless digital onboarding workflow.

About Client & Client Feedback

  • Briix – Real Estate and Wealth Management Firm

  • With a collective experience of 30 years internationally and being investors first and foremost, Briix understands the real estate markets and sectors that they are involved in are at the core of the business. Asset selection, legal risk, and access to finance are just factors that need to be considered to achieve a successful outcome.

  • They help its members provide solutions to these challenges.
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