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Flowcharts

Examples and best practises for solving common customer processes with our services.

On-boarding B2B

The financial sector

Inspiration flow

The example describes an onboarding flow in the financial sector where there are special requirements according to the Money Laundering Act. The flow enables a fully automated process suitable for several scenarios, for example

  • Registration of new bank customer
  • Business loan application

On-boarding B2C

The Financial Sector

Inspirational Flow

The example describes an onboarding in the financial sector where there are requirements under the Money Laundering Act. The flow enables a fully automated process suitable for several different types of flows, for example;

  • Registration of a new bank customer
  • A loan application
  • Account creation

Becoming a Customer Should Be Easy

With a smooth on-boarding of the customer, you can sell your products and services to more customers in less time. Roaring offers API services that enable automation of even the most difficult customer data flows.

On this page we provide examples of how to use our services to solve different use cases.

Some questions to consider in order to succeed with a good customer flow.

  • What is my goal? increase conversion, sales etc.
  • How do I make it as easy as possible for the user to go through the flow?
  • What does the optimal flow look like to for a user to meet his/hers goal?
  • What data can I retrieve automatically so the user does not have to enter the information manually?
  • Do I need to ensure that they are the right people with whom I enter into an agreement?
  • Do I need to keep the collected customer information up to date?
  • Which legal requirements do I need to take into account?

With a smooth on-boarding of the customer, you can sell your products and services to more customers in less time.

Roaring offers API services that enable automation of even the most difficult customer data flows.