A custom client management system helps a financial institution streamline onboarding and reduce processing time across APAC.
In financial services, slow and fragmented onboarding processes increase operational cost, frustrate clients, and introduce compliance risk — especially when scaling across regions. Manual handoffs and inconsistent workflows make it difficult to deliver a reliable onboarding experience.
This case shows how a custom client management system enabled faster, more consistent onboarding across APAC, improving efficiency while providing better visibility and control for both operations and compliance teams.
+ Delivery Stats
+ Region: APAC
+ Excel workflow fully replaced
+ Multi-department lifecycle integration
+ Automated UI + bulk export module
+ Technology stack: JavaScript/TypeScript, Angular/React, Node.js, REST APIs, Excel generation engine
+ Multi-system data consistency achieved
+ The Challenge
The organisation relied heavily on Excel‐based workflows for onboarding, recertification, and offboarding of corporate clients.
This created multiple pain points:
+ long turnaround times due to manual input
+ fragmented data shared through email attachments
+ difficulty tracking status across departments
+ inconsistent templates and error-prone processes
+ no centralised audit trail for regulatory inquiries
As client volumes increased, the organisation needed a scalable system thatensured accuracy, transparency, and consistent lifecycle managementacross its APAC operations.
+ The Solution
We+ Asia designed and developed a fully custom web application managing the complete client lifecycle from initial onboarding to periodicre certification and eventual offboarding.
The platform includes a modern UI for browsing, updating, and validating client profiles. A bulk export module allows users to generate Excel files on demand, and workflow features coordinate approvals across departments.
Our team collaborated with business stakeholders to refine requirements, enhance the UX, and ensure that the system supported all operational variations across APAC markets.
We ensured full integration with the organisation’s internal processes, conducted UAT cycles, and rolled out the application with hypercare supportto ensure rapid adoption.
+ The Results
+ Client onboarding and recertification reduced from weeks → days
+ Hundreds of APAC users onboarded successfully
+ Error rate significantly reduced through automated workflows
+ Manual Excel processes eliminated
+ Higher operational transparency across all departments
+ Improved compliance readiness through consistent, auditable data
