Featured Use Cases
Digital Holistic Guidance
High return • Medium implementationProvide customers with comprehensive financial guidance using automated workflowsComing soon
SME Application & Onboarding
Small return • Simple implementationStreamline business account opening and reduce onboarding frictionComing soon
All Use Cases by Category
Customer Advisory & Guidance
Use Case | Problem Addressed | Upside Category | Implementation |
---|---|---|---|
Digital Holistic Guidance | Customers not using their mortgage, savings, investment, pensions correctly | Higher product revenue on existing customers | High return, Medium implementation |
”Always on” §41 Rate - Pension & Life | Diversifying the revenue for Nordea when the customers are in their early ways | Growth in LTV pr. customer | Medium return, Simple implementation |
Automated Advice with Self Service | Letting customer get digital advice on their pension products and adjust digital | Customer satisfaction, Ease from the FCA | High return, Medium implementation |
Customer Onboarding & Applications
Use Case | Problem Addressed | Upside Category | Implementation |
---|---|---|---|
SME Application & Onboarding | Cumbersome for small business to get a simple business account | Growth in SME segment without increase in advisors | Small return, Simple implementation |
Onboarding CPR Nordea Pension | Let CPR customers onboard themselves (80%) | Lowering FTE’s pr. customer | High return, Simple implementation |
Loan & Mortgage Services
Use Case | Problem Addressed | Upside Category | Implementation |
---|---|---|---|
Pro-active Calculations for Mortgage | Customer don’t know when to ask for feasibility of refinancing the mortgage | Bigger customer satisfaction & higher contribution rate | High return, Medium implementation |
Embedded Finance for Partner Distribution | Move the actual distribution to a digital partnership | More customers for less CAC | Medium return, High implementation |
Insurance & Claims
Use Case | Problem Addressed | Upside Category | Implementation |
---|---|---|---|
Claims Handling for Life Insurance | Letting customers report a claim digitally and fast track 80% | Lowering FTE’s pr. customer | High return, Medium implementation |
Compliance & Risk Management
Use Case | Problem Addressed | Upside Category | Implementation |
---|---|---|---|
ODD for CPR & CVR | Continuously ODD based on the relationship | Ease from the FCA and the press | Small returns, Simple implementation |
Implementation Approach
Each use case includes:- Problem Definition: The specific challenge being addressed
- Wizflow Solution: How our platform solves the problem
- Implementation Guide: Step-by-step workflow setup
- Expected Results: Measurable outcomes and benefits
- Integration Requirements: Technical considerations and connections
New to Wizflow? Start with our Flow Builder Basics to understand how to create these solutions.
Coming Soon
We’re actively developing detailed guides for our most requested use cases. Each will include:- ✅ Working Demo Flows - Try the complete solution
- ✅ Implementation Walkthrough - Step-by-step setup guide
- ✅ Integration Examples - Real API connections and data flows
- ✅ ROI Calculations - Expected business impact
- ✅ Best Practices - Lessons learned from successful implementations
Want to see a specific use case?
Contact our team at support@wizflow.io to request priority development of use cases most relevant to your needs.