Lissom is modular so teams can improve the parts of onboarding causing the most friction, alongside the systems they already use.
Focus on the real bottleneck
When an organisation wants to improve the experience and success of its onboarding, there is usually a particular problem they need to solve:
- Customers are struggling to complete the application.
- Documents keep coming back incomplete or wrong.
- There are communications challenges between customer facing teams and compliance.
- Analysts are spending too much time researching businesses and chasing information before they can begin their review.
The starting point to improving onboarding should be that part of the process that is causing the most friction to teams and clients.
Work with the systems already in place
Addressing that problem means working within a process that already exists. The team already has existing data providers, registries, customer-facing software, review tools and policies it needs to follow. There may be plenty worth keeping. Replacing the whole stack is a much bigger undertaking than fixing the step causing the most difficulty.
We built Lissom to be modular for this reason.
Teams can use Lissom where the friction is highest and connect it to existing systems. This means very meaningful improvements to key metrics like conversion, time to live or Ops time per application can be realised without needing a full system overhaul.
Help customers through the application
If incomplete applications are the problem, Lissom can bring in information from approved data sources and ask the customer for what is still needed. Questions adapt to the business and the answers already provided.
Document checks can flag missing or conflicting information while the customer is still completing the application, giving them a chance to address it before it becomes another follow-up request.
Enhance application risk signals
For another team, the intake process may work well. The difficulty may come downstream, where analysts struggle to assess risk signals from websites or submitted documents at scale.
By deploying tooling like Lissom’s web scanner or document fraud checks, we can help Ops teams better assess application risks at scale.
Expand when the next friction is clear
Our forward-deployed engineers work directly with client teams to identify the highest impact changes they can make to existing onboarding flows to drive business results. Starting with one problem, the team can assess whether a change has helped:
- Reduce RFIs
- Improve conversion
- Reduce Ops time spent per application
From here, it can be easier to understand which other parts of the onboarding journey might be high-leverage to target next. Lissom partners with clients to achieve workflow transformation of a critical business process, whether that means supporting targeted enhancements or a full end-to-end overhaul of your onboarding journey.