Sector
Digital financial service
Client
Online investment provider
Challenge
In an increasingly digital financial environment, the challenge was to create an online onboarding process that is fast, secure and differentiated – capable of providing an approachable human experience without compromising technological efficiency. The objective was to design a comprehensive user experience that becomes a competitive advantage compared to other investment platforms.
Solution
Logikaline developed a 360º online assistance and customer experience strategy, combining:
-Intelligent automation of repetitive processes.
-Tailored human intervention during key moments in the customer process.
-Monitoring and follow-up of the onboarding process to ensure smoothness and consistency.
This model delivers a seamless, empathetic and reliable experience, reflecting the group’s core values: transparency, innovation and proximity.
Results
- One of the smoothest and most robust onboarding processes in the market.
- Enhanced brand perception as both innovative and human-centered.
- Full alignment of digitization, transparency and user experience.
- Strategic positioning of Logikaline as a key partner in the evolution of the digital financial industry.