Trulioo — Case Study
The
Solution
Technology and Human Connections
These firms rely heavily on automation for their
business but often need more to succeed and meet
business objectives. As steady platforms with industry-
leading technology, they attract investors from all
over the world and are committed to providing an
exceptional user experience. Doing so means turning
to smart technologies to enable smooth, high-touch
processes. For example, if a customer requests that
shares are purchased from a particular company,
brokerage firms will locate the best price, but to do
so, they need to act with agility and accuracy. Trulioo
empowers them to provide this exact value proposition
to customers without heavy technical overhead.
This was the case for one particular firm — the largest
brokerage in the United States. Once the brokerage
signed on with Trulioo, it was only a matter of weeks
before their first country, China, was in production.
Soon after, the brokerage noticed a remarkable
change; they dramatically improved response times
for the inflow of new applications. Thanks to Trulioo,
they were no longer working on a backlog that forced
new customers to have to wait days — or even weeks
— to begin transacting. Instead, an overall more
efficient process enabled the brokerage to provide a
concierge-style experience that optimized the best
applications of technology and human experience
where each mattered most. With greater automation,
the support team could spotlight situations in which
a person-to-person interaction is most helpful, and
even necessary, to resolve a problem. They can focus
on aligning human expertise and engagement to solve
problems, rather than processing documents in a
robotic fashion.
450
Trulioo provides secure access to over
450 reliable and unique global data
sources to verify 5 billion people across
more than 195 countries.