Discover how financial institutions are using Wizflow to digitize their most critical workflows. From customer onboarding to regulatory compliance, these use cases demonstrate proven solutions that deliver measurable results.

All Use Cases by Category

Customer Advisory & Guidance

Use CaseProblem AddressedUpside CategoryImplementation
Digital Holistic GuidanceCustomers not using their mortgage, savings, investment, pensions correctlyHigher product revenue on existing customersHigh return, Medium implementation
”Always on” §41 Rate - Pension & LifeDiversifying the revenue for Nordea when the customers are in their early waysGrowth in LTV pr. customerMedium return, Simple implementation
Automated Advice with Self ServiceLetting customer get digital advice on their pension products and adjust digitalCustomer satisfaction, Ease from the FCAHigh return, Medium implementation

Customer Onboarding & Applications

Use CaseProblem AddressedUpside CategoryImplementation
SME Application & OnboardingCumbersome for small business to get a simple business accountGrowth in SME segment without increase in advisorsSmall return, Simple implementation
Onboarding CPR Nordea PensionLet CPR customers onboard themselves (80%)Lowering FTE’s pr. customerHigh return, Simple implementation

Loan & Mortgage Services

Use CaseProblem AddressedUpside CategoryImplementation
Pro-active Calculations for MortgageCustomer don’t know when to ask for feasibility of refinancing the mortgageBigger customer satisfaction & higher contribution rateHigh return, Medium implementation
Embedded Finance for Partner DistributionMove the actual distribution to a digital partnershipMore customers for less CACMedium return, High implementation

Insurance & Claims

Use CaseProblem AddressedUpside CategoryImplementation
Claims Handling for Life InsuranceLetting customers report a claim digitally and fast track 80%Lowering FTE’s pr. customerHigh return, Medium implementation

Compliance & Risk Management

Use CaseProblem AddressedUpside CategoryImplementation
ODD for CPR & CVRContinuously ODD based on the relationshipEase from the FCA and the pressSmall 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.