Apex Financial Services needed to onboard new customers across multiple verification steps while maintaining compliance. Their previous system used separate tools for each channel, causing delays, inconsistent messaging, and compliance gaps. Customers were dropping off during the 7-step verification process.
Apex implemented Channl to create a unified onboarding workflow. They use WhatsApp for initial welcome and document requests, SMS for verification codes and urgent updates, and email for detailed account information and terms. The platform's scheduled messaging ensures each step happens at the right time, with quiet hours preventing late-night disruptions.
"Channl's multi-channel approach transformed our onboarding. We can now guide customers through complex processes seamlessly, and the unified inbox means our team sees everything in one place."