Technologies

Bringing onboarding technology to Salesforce

Noltic helped Zenoo make their platform complete by developing vDoc, a Salesforce app. It automates document collection, processing, and validation, improving the entire onboarding journey for Salesforce customers.

Client & product

Zenoo LTD provides a comprehensive platform for building, defining, and orchestrating digital onboarding processes; no coding required. With its toolkit, any website can quickly design, test, and deploy customer journeys. It is also easily integrated into various third-party providers, apps, or enterprise systems. Noltic helped Zenoo make their platform complete by developing vDoc, a Salesforce app. It automates document collection, processing, and validation, improving the entire onboarding journey for Salesforce customers.

Challenges

Back-office paper-based and manual processes are time-consuming and far from being efficient. Zenoo knew about this problem, so they came up with an idea to help their clients solve it. They teamed up with Noltic to build a Salesforce product that would use Zenoo’s technologies to reduce the cost of client acquisition and improve the onboarding process. As Zenoo’s partner, we implemented the idea, aiming at a seamless online experience that would leave less routine tasks to employees, reduce the risk of human error and fraud.

Solution

After carefully considering the client’s requirements, Noltic came up with the following:

  1. Integrate the Zenoo platform with Salesforce using Apex REST API with the Connected App. This way, the client will be able to update Salesforce in real-time.
  2. Implement Lightning components to allow Salesforce customers to use Zenoo’s technology and functionality.
  3. Develop custom objects, triggers, and apex code to manage the onboarding and verification flow on the Salesforce side.

Transferring harmonized data

 

Using Zenoo’s technology, vDoc identifies errors within seconds and shows users how to fix them in real-time, reducing the back-office burden.

Document management

 

The solution lets the staff request and review documents directly from Salesforce with a single click.

Customer data validation

 

vDoc has direct access to the top data providers for document authentication: IDmission, Onfido, Acuant, Tink, Experian, Jumio, Salt Edge, Plaid, Equifax. This reduces the risk of fraud significantly.

Data synchronization

 

After the documents users submit to Zenoo are verified, vDoc ensures their real-time synchronization for a quick and smooth onboarding process.

Results

vDoc is a native Salesforce Lightning application and a flexible plug-n-play solution that helps Zenoo customers efficiently manage their onboardings in Salesforce. By complementing Zenoo with vDoc, we’ve opened Zenoo technology to more than 150,000 Salesforce customers.

“Thanks to their high-quality work, the business may soon be able to sell the product. In addition to possessing strong technical skills, they are a responsive and supportive partner.”

Stuart Watkins

CEO at Zenoo

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