UK Professional Services: Unified CRM & Client Onboarding
Consolidating 4 siloed partner spreadsheets into a single client pipeline, accelerating engagement letter onboarding from 9 days to 24 hours.
The Operational Problem
Partners managed prospective clients on private spreadsheets; client compliance checks (KYC/AML) took over a week; new mandates frequently stalled.
DAANAK Root Cause Diagnosis
Lack of standardized intake data schema, manual AML checking, and no centralized pipeline visibility across service practices.
Process Redesign (Lean Streamlining)
Streamlined client onboarding into a 3-step digital journey with automated AML verification and digital engagement letter sign-off.
Technology & AI Implementation Layer
Configured custom CRM architecture connected to UK Companies House verification APIs and digital e-signature workflows.
The Measured Outcome
Cut onboarding turnaround by 80%, eliminated compliance backlogs, and improved partner pipeline visibility across all offices.
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