Case Study 3

Improving the account opening process for a leading CFD and spread betting provider

followersicon THE CHALLENGE

Our client wanted to switch to a new credit reference agency and use the change as an opportunity to update and improve its entire account opening process.

taxicon THE ACTION

Black Swan Partners gathered requirements from compliance, account opening, sales and marketing teams and liaised between the business, internal developers and the new provider. Improvements in the data capture, document upload and mobile application process were identified, and development and testing of new processes were managed successfully in a period of upheaval for the company.


Black Swan Partners delivered a new process which significantly improved the onboarding experience for customers, especially those using mobile, allowed improved conversion of applications to new accounts and reduced the manual input required from onboarding team.