Project Description
About our Customer
The customer is a wealth management company that offers their customers a wide range of self-directed retirement accounts. The company provides self-directed IRA, real estate, and other financial services for customers across the United States.
Key Business Challenge
The company had been using a cumbersome PDF form generated by DocuSign that was limiting their ability to receive applications for new products online and automate the onboarding process.
PDF application was cumbersome and confusing, with a poor user experience and high error rate
Application needed to be emailed into the organization, potentially losing leads and resulting in confusion
Stages of the application couldn’t be tracked in Salesforce, offering limited visibility to pipeline
Processing application required a significant amount of manual effort without notifications and workflows
Salesforce Configuration – The complex Salesforce Configuration was highly customized for the retirement account with objects for account and relationship management
DocuSign Usage – The organization leveraged DocuSign for contracting, but had limited integration with Salesforce and no automated processes
Korcomptenz’s Solution and Agile Approach
Korcomptenz was selected as the partner of choice and the organization’s partner of record with Salesforce because of our unique combination of:
Salesforce expertise and expertise
Agile approach to development and generating rapid results
Financial and related industry experience
Business process mapping and improvement experience
We collaborated with the customer to develop a new onboarding process with improved automation and a superior user experience.

Impactful UX with Helpful Tips
In addition to automating key aspects of the onboarding process, the project included a comprehensive user experience and design phase to ensure the application was easy to fill out, visually impactful, contained tool tips and other help features, and guided the user through the process. The goal was to present the user with a more positive experience and capture more accurate applications.
Measurable Results
Korcomptenz’s comprehensive approach to the strategic vision, business process flow, and underlying technology enabled the organization to realize real return on investment
Lead Capture | Reduced Manual labor | Direct Integration | Improved User Experience |
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Lead Capture |
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Reduced Manual labor |
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Direct Integration |
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Improved User Experience |
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