Banking & SME Finance
SME digital onboarding and qualified branch handoff.
A banking use case focused on turning high-intent SME demand into structured applications, cleaner customer data and faster routing to the right branch or relationship team.
Public Context
Halkbank is one of Turkey's major public banks, with a strong role in SME banking, merchant finance and business customer services.
The Challenge
What needed to work.
SME customers often arrive from campaigns, search, branches and referral channels with different levels of readiness. The commercial team needs to know who is eligible, what documents are missing and which contact should move first.
Map the SME acquisition journey from first visit to advisor handoff, including campaign pages, document requirements and branch routing rules.
Build a secure onboarding flow that captures company details, requested products, supporting documents and consented follow-up preferences.
Add scoring logic and dashboards so teams can prioritise complete, high-intent applications without losing early-stage prospects.
Deliverables
- →SME onboarding portal
- →Eligibility and document checklist
- →CRM handoff workflow
- →Branch and advisor dashboard
- →Campaign source attribution
Operational Outcomes
- →Cleaner application data before advisor contact.
- →Less manual back-and-forth for missing customer information.
- →Better visibility into which acquisition channels create qualified SME demand.
- →A reusable onboarding model for loans, merchant products and business banking campaigns.
Next step: Extend the onboarding layer into lifecycle nurturing for approved, pending and incomplete applications.
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