Tag

client onboarding automation

2 insights

Two-track workflow diagram contrasting a four-hour advertised approval with a multi-day manual MCA funding cycle, marking the document, verification, and stipulation handoffs where days accumulate before funding.

The Funder Who Advertises Four-Hour Approvals Takes Nine Days to Actually Fund

Alternative lenders advertise four-hour funding but operate multi-day cycles. See where the days hide between signed application and wire, and how agentic onboarding closes the gap.
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Dumbbell chart comparing top-quintile and bottom-quintile professional services firms on first-90-day client loss, 5% versus 30%, and time to first substantive response after signing, 4 hours versus 72 hours.

The First 90 Days Are Decided Before the Work Begins

Bottom-quintile service firms lose up to a third of new clients within 90 days. The gap is not service quality. It is the hours between signature and first contact, and it costs six figures a year.
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