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Index/Ops/The Operations Podcast with Fexingo
The Operations Podcast with Fexingo artwork

How a Fintech Cut Customer Onboarding Time by 87 Percent with Operations

The Operations Podcast with Fexingo · 2026-07-26 · 6 min

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Topics in this episode

customer onboardingProcess improvementfintech operationstime-motion studybottleneck elimination

Episode notes

Most operations stories focus on physical workflows - factories, warehouses, hospitals. But the same process-mapping principles can transform digital customer onboarding. In this episode, Lucas and Luna examine how a major payment processor applied classic time-motion study to its sign-up flow, reducing the average activation time from 15 minutes to under 2 minutes. They walk through the specific changes: eliminating redundant data entry, running identity verification in parallel, and redesigning document upload to stream before the user hits submit. The result - an 87 percent reduction in onboarding time and a 19 percent increase in customer conversion. Listeners will learn how to spot bottlenecks in any process, physical or digital, and apply lean thinking to software workflows. #Fintech #Operations #CustomerOnboarding #ProcessMapping #Lean #Automation #Bottleneck #Workflow #DigitalTransformation #TimeMotionStudy #ConversionRate #Business #FexingoBusiness #BusinessPodcast #TheOperationsPodcast #ProcessImprovement #CustomerExperience #ParallelProcessing Keep every episode free: buymeacoffee.com/fexingo

Related episodes across the Index

Other episodes covering the same guests and topics, from across The B2B Podcast Index.

  • 178: Activation Is Broken: Why Most SaaS Teams Get It Wrong (and How to Fix It)Move The Needle · on customer onboarding87 / 100
  • Ep # 190: How to Catch a Bad-Fit Customer Before They Churn ft. Andrew Loomis (VP of Customer Success, Sisense)Across the Funnel · on customer onboarding77 / 100
  • Gemba for Beginners: Why Leaders Need to Go See the WorkThe Lean Solutions Podcast · on Process improvement77 / 100
  • Stop Hiring SMEs as Trainers: How Optro Scales Live Training That Actually Protects RevenueCELab: The Customer Education Lab · on customer onboarding74 / 100
  • Banks Win When They Connect Risk Signals Across the Life CyclePYMNTS Podcast · on customer onboarding64 / 100
  • Cara Benecke: The Future of Customer Success Management in the Age of AICustomer Success: With Fahim Waaler · on customer onboarding64 / 100

More from The Operations Podcast with Fexingo

All episodes →
  • How a Steel Plant Cut Unplanned Downtime by 70 Percent with Ops82 / 100
  • How a Hospital Cut Readmissions by 25 Percent with Operations86 / 100
  • How a Container Port Cut Dwell Time by 40 Percent94 / 100
  • How a Coffee Chain Cut Employee Turnover by 50 Percent90 / 100
  • How a Data Center Cut Energy Use by 40 Percent91 / 100
Explore the best B2B Ops podcasts →
All The Operations Podcast with Fexingo episodes →