BankingMap & place

Identity Lifeguard

Customers who failed identity checks overnight get a personal call.

Listen
Reason
Act
Verify
Learn
Closes 5 of 5: Listen, Reason, Act, Verify, Learn

The job

Rescues applicants and customers stuck on ID checks, date-of-birth mismatches or expired-ID freezes the morning after, counts the accounts saved in money, and pushes each recurring failure to the product team until it is gone for good.

The moment

Example, illustrative figures
  1. Overnight, people trying to open an account wrote that the app said their birth date was wrong.

  2. The next morning, each gets a personal voice call explaining that the date was in a different format, and many finish opening their account while still on the line.

  3. By lunch, the rescue counter shows 141 accounts saved, worth $610,000.

  4. A map of where applicants get stuck shows 70% failed on the same screen, and the product manager books the fix before the team's morning stand-up ends.

What it does

  • Send the WhatsApp fix guide
  • Launch the voice rescue
  • Confirm rescues
  • Draft the AI-agent answer
  • Mark fixed in product

What you see

A lifeguard tower: an overnight 'went under' list, a drowning-spot heat strip across the onboarding journey, a rescue log and a money counter

  1. Screen 1: Lifeguard Tower
  2. Screen 2: Drowning Spot
  3. Screen 3: Pattern
  4. Screen 4: Rescue Log
  5. Screen 5: Retired Patterns

What it moves

Accounts rescued each day (opened or unfrozen, as confirmed by the onboarding system), and the dollars recovered: acquisition cost avoided plus first-year account value.

Built for

  • Executives & leadership
  • Operations
  • Product & digital
  • Contact-centre operations
OnClarity

Bring the one question your current platform can't answer.

Our team will map it to the apps that answer it, then set them up on your own feedback.

Talk to our team

Examples use illustrative figures. Apps are set up with our team on your own feedback data, and setup varies by app.

OnClarity

Bring the one question your current platform can't answer.

Our team will map it to the apps that answer it, then set them up on your own feedback.

Talk to our team

Examples use illustrative figures. Apps are set up with our team on your own feedback data, and setup varies by app.

OnClarity

Bring the one question your current platform can't answer.

Our team will map it to the apps that answer it, then set them up on your own feedback.

Talk to our team

Examples use illustrative figures. Apps are set up with our team on your own feedback data, and setup varies by app.