📋 Status: In DevelopmentThis use case is currently being developed with working demo flows and detailed implementation guides. Expected completion: Coming soon.

​
Overview

Problem: Small and medium enterprises (SMEs) find it cumbersome to get a simple business account, leading to lengthy onboarding processes and poor customer experience. Solution: Wizflow streamlines SME onboarding with automated workflows that reduce friction while maintaining compliance requirements. Impact: Growth in SME segment without increasing advisor workload.

​
What You’ll Learn

When this use case guide is complete, you’ll discover:

​
🏢 SME Onboarding Challenges

  • Common friction points in business account opening
  • Regulatory requirements and compliance considerations
  • Cost of manual onboarding processes

​
🚀 Streamlined Solution

  • Automated application processing
  • Digital document collection and verification
  • Integration with business registries (CVR, etc.)
  • Risk assessment and approval workflows

​
⚙️ Technical Implementation

  • End-to-end onboarding flow design
  • Required third-party integrations
  • Document management and storage
  • Automated decision-making rules

​
📊 Business Impact

  • Reduced onboarding time (days to minutes)
  • Lower operational costs
  • Improved customer satisfaction
  • Scalability without additional staff

​
Preview: Key Features

The SME onboarding solution will include:

Digital Application

Self-service application form with smart validation

Document Upload

Secure document collection with automated processing

Business Verification

Automated checks against CVR and other registries

Approval Workflow

Risk-based routing for automated or manual review

​
Typical Integration Requirements

  • CVR (Danish Business Registry) - Business verification
  • Document Management System - Secure storage and processing
  • Core Banking System - Account creation and setup
  • AML/KYC Systems - Compliance screening
  • Digital Signature - Contract execution
Prepare for implementation with:

Request Priority Development

Need SME onboarding capabilities urgently? Contact us at support@wizflow.io to discuss expedited development.

​
Implementation Priority

Return: Small (but quick wins)
Complexity: Simple implementation
Timeline: 2-4 weeks typical implementation
Prerequisites: Business registry integrations, document management setup