The challenge
A bank’s wealth-management onboarding relied on repeated data entry and manual handoffs, creating friction for clients and employees.
OUTSYSTEMS IN ACTION / BANKING
How a bank reduced
client onboarding time
by more than 50%.
A banking transformation story. Explore the reported outcome—and the delivery questions it raises for organizations planning a better client journey.
Illustrative image; not the organization or people in the original story.
An OutSystems-published customer story, with editorial analysis by Digital Alchimia. The original project is not presented as Digital Alchimia delivery.
RESULTS REPORTED IN THE SOURCE
50%+
shorter onboarding time
40%+
fewer data fields
10 months
reported rollout
These are reported outcomes from one initiative, not a forecast for another engagement.
THE PUBLISHED STORY, IN BRIEF
From repeated handoffs
to a connected client journey.
The change
The team built a digital account-origination application with OutSystems, combining self-service and advisor-led journeys with e-signatures and automated process controls.
The outcome
The published story reports a rollout across more than 500 employees in 10 months, alongside the onboarding and data-entry improvements highlighted above.
FROM THE PUBLISHED CUSTOMER STORY
“Working with OutSystems enabled us to manage our limited budget and resources better and deliver the solution faster.”
Business Technology Executive
Source: customer case study published by OutSystems.
DIGITAL ALCHIMIA’S DELIVERY PERSPECTIVE
Modernize the journey.
Not just the screens.
The sections below are our analysis, not additional claims about the original project. For a similar initiative, we would start by examining the operating process and the expertise needed to change it.
01 / PROCESS
Map the decisions behind each handoff.
Before selecting a screen or an automation, identify why a request moves between people. Who owns the next decision? Which information is missing? Where is work repeated? A shared view of the process helps business and technology teams define what should change and what still needs human judgment.
02 / DELIVERY
Make responsibilities as clear as the backlog.
An application initiative needs more than implementation capacity. Agree who owns requirements, integration dependencies, technical decisions, testing and acceptance. Where those capabilities are already strong, additional OutSystems professionals can reinforce the team. Where they are unclear, scoping should resolve the gaps before delivery expectations are set.
03 / MEASUREMENT
Define how you will know the journey improved.
Choose measures that reflect the experience you are trying to change. Consider elapsed time, repeated requests for information, incomplete submissions and manual review effort. Establish a baseline and agree how results will be assessed. A published success story is useful inspiration; your own starting point should guide the business case.
APPLY THE QUESTIONS TO YOUR OWN CONTEXT
Where does your onboarding journey lose momentum?
You do not need a finished specification to start. Bring a real process, the points of friction and the people who understand the work. We can discuss the relevant OutSystems expertise and a sensible next step.
A useful starting brief
✓ The customer or employee journey you want to improve
✓ Where work waits, repeats or changes hands
✓ Systems, data and teams involved
✓ Capabilities already available in your delivery team
✓ The outcome and timeframe you want to explore
Bring your next OutSystems initiative to life.
Digital Alchimia has the OutSystems professionals and delivery expertise to help your business build, evolve and deliver applications with the platform. Let’s discuss your goals and the team you need to move forward.
This case study brief is based on an original customer story published on the OutSystems website.
EXPLORE THE DELIVERY QUESTIONS
Define the OutSystems profiles you need ↗
Explore staff augmentation ↗
Understand development scope and cost factors ↗
TURN INSPIRATION INTO A USEFUL CONVERSATION
Your onboarding challenge.
Our next conversation.
Tell us what your team wants to improve and where it needs additional expertise. Let’s explore the people, responsibilities and delivery support that fit your context.