RPA implementation to automate searches
Rootstack created robots with UiPath to automate and streamline the search for profiles on LinkedIn for the recruitment team.
Digital Banking Onboarding Implementation to Accelerate Customer Acquisition
Rootstack developed a fully digital, mobile-first onboarding solution that enabled customers to open bank accounts securely in minutes.
About the Client
About the Client
A financial institution wanted to eliminate friction from its customer acquisition process by enabling fully digital account opening through its mobile application. Rootstack was selected for its expertise in designing secure onboarding experiences integrated with modern banking architectures while ensuring compliance with financial regulations.
Challenge
The bank relied on a partially manual onboarding process that required applicants to visit a branch or complete multiple verification steps before opening an account. This resulted in high abandonment rates, delayed customer activation, and increased operational costs.
The institution needed to digitize identity verification, accelerate customer onboarding, eliminate branch visits, and integrate the process with its existing digital ecosystem while maintaining full compliance with Know Your Customer (KYC) requirements.
Our Solutions
Rootstack developed a fully digital onboarding experience integrated into the bank’s mobile application, allowing customers to create accounts securely from their smartphones in just a few minutes. The solution combined biometric authentication, digital identity verification, automated workflows, and a mobile-first user experience to simplify registration while ensuring compliance with regulatory requirements.
The onboarding platform was integrated with the bank’s microservices architecture through secure APIs protected by OAuth 2.0 and OpenID Connect (OIDC). Automated verification workflows, push notifications, and reusable microservices enabled immediate access to digital banking services after approval while creating a scalable foundation for future financial products and customer journeys.
Benefits obtained by the client
Enabled customers to open bank accounts entirely online without visiting a branch.
Reduced onboarding abandonment and accelerated customer activation through automated verification.
Lowered operational costs by automating identity validation and reducing manual reviews.
Delivered a scalable onboarding platform capable of supporting future digital banking products and services.
Our Main Services
Our Main Services
IT Staff Augmentation
Hire top Latin American developers through Rootstack. Reduce hiring costs, accelerate delivery, and scale with 15+ years of experience and 4.8 on Clutch.
Managed Teams
Managed Teams services with dedicated software engineers and IT specialists. 15+ years of experience, 300+ projects delivered, and 4.8 on Clutch.
Managed Services
Improve IT performance with managed services from Rootstack. 15+ years of experience, 300+ successful projects, 80% client retention, and a 4.8 Clutch rating.
Solution Discovery
Solution Discovery services to define project scope, architecture, and priorities. 15+ years of experience, 300+ projects, and a 4.8 Clutch rating.
IT Staff Augmentation
Hire top Latin American developers through Rootstack. Reduce hiring costs, accelerate delivery, and scale with 15+ years of experience and 4.8 on Clutch.
Managed Teams
Managed Teams services with dedicated software engineers and IT specialists. 15+ years of experience, 300+ projects delivered, and 4.8 on Clutch.
Managed Services
Improve IT performance with managed services from Rootstack. 15+ years of experience, 300+ successful projects, 80% client retention, and a 4.8 Clutch rating.
Solution Discovery
Solution Discovery services to define project scope, architecture, and priorities. 15+ years of experience, 300+ projects, and a 4.8 Clutch rating.
IT Staff Augmentation
Hire top Latin American developers through Rootstack. Reduce hiring costs, accelerate delivery, and scale with 15+ years of experience and 4.8 on Clutch.
Managed Teams
Managed Teams services with dedicated software engineers and IT specialists. 15+ years of experience, 300+ projects delivered, and 4.8 on Clutch.
Managed Services
Improve IT performance with managed services from Rootstack. 15+ years of experience, 300+ successful projects, 80% client retention, and a 4.8 Clutch rating.
Solution Discovery
Solution Discovery services to define project scope, architecture, and priorities. 15+ years of experience, 300+ projects, and a 4.8 Clutch rating.
IT Staff Augmentation
Hire top Latin American developers through Rootstack. Reduce hiring costs, accelerate delivery, and scale with 15+ years of experience and 4.8 on Clutch.
Managed Teams
Managed Teams services with dedicated software engineers and IT specialists. 15+ years of experience, 300+ projects delivered, and 4.8 on Clutch.
Managed Services
Improve IT performance with managed services from Rootstack. 15+ years of experience, 300+ successful projects, 80% client retention, and a 4.8 Clutch rating.
Solution Discovery
Solution Discovery services to define project scope, architecture, and priorities. 15+ years of experience, 300+ projects, and a 4.8 Clutch rating.
Explore our portfolio of high-impact software solutions
Explore our portfolio of high-impact software solutions
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