A Vorbtech engagement
BAS Group: digital onboarding
A guided digital onboarding and loan-application journey, replacing scattered paperwork and email with clearer submissions, review and status updates.
- Client
- BAS Group
- Focus
- Financial services
- Work
- web · cloud · software
- 01Apply
- 02Submit documents
- 03Review
- 04Track progress
01 / The brief
Start with the work people need to do.
VIS developed a cloud-based self-service portal for BAS, bringing onboarding and loan applications into a guided digital journey. Applicants could submit information and supporting documents, while status updates and notifications made progress easier to follow. Document handling, e-signatures and integration work supported the wider process.
The challenge
- Paper and email-based onboarding fragmented the customer journey.
- Manual entry introduced repeated handling and data errors.
- Approvals took three to five days, with limited applicant visibility.
02 / Our contribution
What VIS brought to the engagement.
- Cloud-based self-service portal
- Guided onboarding and loan applications
- Document handling and e-signatures
- Status updates and notifications
- Integration with the wider service workflow
03 / The approach
Connect the decisions. Make the workflow clearer.
- Bring submissions and supporting documents into a guided digital journey.
- Make progress visible through status updates and notifications.
- Connect document handling, e-signatures and integration work to the review process.
04 / Outcomes
What changed through the work.
- Onboarding in under 24 hours, from 3–5 days
- 40% reduction in data errors
- 20% more loan applications
- 4.8/5 customer satisfaction in the post-onboarding survey
Project outcomes reported in the October 2026 company profile.
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