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Financial Services

Revolutionizing Process Improvement to Improve Client On-Boarding for a Top Five Auto Lender

MetaExpert Bradley worked as a full-time employee for a top five auto lending company in the Financial Services industry. The company was struggling with inefficient partner onboarding processes and lacked a standard framework or governance model. This created gaps, issues, and confusion in their operations, affecting customer experience and adherence to service level agreements (SLAs). Bradley's role was to create an end-to-end process for partner onboarding, improve the onboarding cycle time, and establish a collaborative and productive framework.

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