Roundtable partners with Dotfile to accelerate business onboarding.
The Problem
Roundtable faced challenges in providing a good investor onboarding experience while maintaining compliance. They struggled with operational efficiency due to time-consuming and complex processes of connecting their previous solution with in-house Case Management.
The Solution
With the instant implementation of Dotfile’s end-to-end solution, Roundtable was able to optimize the verification flows, save onboarding time, and provide an excellent experience all while complying with regulations and getting approval from the Luxembourg financial regulator (CSSF).
How Roundtable cut onboarding time by 80%.
40%
operational cost reduction
80%
reduction in onboarding time
2,3k
cases created in 5 months
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