Workflow Automation
Over 100 internal operations teams have accelerated their process improvement with Flowbot Forge
Discover their success stories — and see how you can achieve the same.
What you can achieve with us:
Book 100+ qualified appointments yearly with automated prospecting
• Stay fully compliant with embedded regulatory workflows
• Boost campaign engagement 40%+ through AI personalization
• Cut service costs by 75% with automation and self-service
• Reduce service times by 89% using AI assistants and integrations
• Generate 5X- 10X ROI by unifying marketing, sales, and customer success workflows
Poolit: Redefining Access to Alternative Investments
Built a seamless automated platform that empowered individual accredited investors to access institutional-grade private equity and venture capital funds, while scaling onboarding of global fund managers.
$1 Billion
in presale commitments
Overview
Automated Investor Experience
Designed and implemented end-to-end onboarding workflows for retail investors, simplifying KYC, compliance, and fund matching. Automation ensured smooth sign-ups, no friction, and consistent top-tier app ratings.
Scaled Fund Manager Onboarding
Built a global onboarding engine for institutional partners, automating document collection, due diligence steps, and approval flows. This enabled Poolit to onboard 750 investment firm partners without needing a massive operations team.
Global Infrastructure
Created multi-region deployment to ensure compliance with 52 different jurisdictions while maintaining a unified experience for all users worldwide.
Pre-Launch Demand Capture
Implemented an automated waitlist and commitment tracking system that funneled individual investors through verification and pledge flows, securing $1B+ in presale commitments ahead of launch.
Delight-Driven UX
Leveraged automation and design thinking to keep the platform simple, accessible, and transparent, which drove a perfect 5.0 App Store rating.
Impact Snapshot
5.0 App Store Rating: User experience that investors rave about
$1B+ Presale Commitments: Proof of demand before full rollout
750 Global Partners: Automated onboarding for institutional scale
52 Countries Activated: Borderless access with compliance built in
Operational Efficiency: Global onboarding achieved without expanding headcount
Why This Worked
Automation as the Core Engine: Eliminated bottlenecks in both investor and partner onboarding.
Scalability Built-In: Systems designed for global growth, not regional limitations.
User-First Design: Every touchpoint optimized for simplicity, leading to trust and 5-star reviews.
Market Validation: Billion-dollar presale commitments demonstrated confidence from retail investors.
Conclusion
Poolit partnered with Flowbot Forge to build a mobile app that reimagines access to alternative investments. By automating investor and partner onboarding, capturing presale demand at scale, and delivering a flawless user experience, Poolit positioned itself as a global gateway to private equity and venture capital for the next generation of investors.
Category
Workflow Automation
57%
Reinvestment Rate
Industry
Finance
Headquarters
Miami, Florida
Company Size
11-50 employees
Travelers Insurance: Automating Self-Service at Scale
We partnered with Travelers Insurance to launch the company’s first-ever consumer-facing Android and iOS mobile app to drive adoption of self-service workflows, ensure accessibility compliance, and improve customer satisfaction through mobile-first experiences.
56%
Increase in adoption vs prior app
How Flowbot Forge Made It Happen
Automated Customer Self-Service Workflows
Designed and implemented automated claims tracking, policy management, and payment workflows that streamlined processes for customers. Automation reduced friction and drove a measurable 5% increase in self-service usage over the legacy app.
Accelerated Accessibility Compliance
Integrated accessibility checks directly into the development pipeline, ensuring that WCAG 2.1 AA standards were met in just 3 months. Automation tools flagged compliance gaps in real time, accelerating delivery.
App Store Rating Stability
Built continuous monitoring and automated feedback loops to maintain a 4.0+ star iOS App Store rating since launch. Customer sentiment insights were automatically routed to product teams, ensuring fast iteration cycles.
Retention Through Personalization
Leveraged automation to enable personalized policy insights and reminders, driving 75% repeat usage and reinforcing customer reliance on the app.
Impact Snapshot
+45% Growth in customer self-service workflows
WCAG 2.1 AA accessibility certification in only 3 months
4.0+ Star iOS Rating maintained since launch in Feb 2021
3.7 Star Android Rating with continuous improvements underway
75% Repeat Usage signals strong adoption and trust
Why This Worked
Automation First Approach: Reduced manual steps for customers and internal teams.
Built-In Accessibility: Automated compliance checks accelerated delivery without sacrificing quality.
Continuous Feedback Loops: Proactive monitoring kept ratings and retention high.
Customer-Centric Experience: Repeat usage validated that the app became an essential touchpoint.
Category
Application Development and Process Automation
48%
Avg. reduction in cost to serve
Industry
Insurance
Headquarters
Hartford, Conneticut
Company Size
35,000 employees
Wayfair: Automating Financing at Checkout
Built a unified financing platform across mobile and desktop checkout that makes financing products accessible, equitable, and simple for all shoppers—while driving incremental revenue growth.
$100 Million
Since launch
How Flowbot Forge Made It Happen
Automated Financing Platform at Checkout
Built a seamless integration across mobile and desktop checkout that automatically matches customers with financing options in real time.
Universal Application Process
Designed a single, low-friction application that minimized steps and redirects, ensuring an 85%+ completion rate.
Equitable Presentation of Financial Products
Developed a compliance-first framework that presented each financial product fairly, in line with financial industry standards. This established transparency and trust with shoppers.
Showcasing Partner Differentiators
Enabled financial partners to highlight their unique brand promise, financing principles, and customer service within the platform—ensuring competitive advantages were visible without overwhelming the customer.
Accessible UX for All Shoppers
The checkout experience was optimized for both financially savvy and non-savvy customers, empowering shoppers to compare, understand, and confidently select the right financial product.
Impact Snapshot
$100M+ Incremental Revenue delivered to Wayfair since launch
85% Application Completion Rate across financing workflows
4 Major Brands Powered: Wayfair, Joss & Main, AllModern, Birch Lane
Equitable + Compliant financing options presented seamlessly at checkout
Scalable MVP → Full Product: From test launch to enterprise-wide adoption
Why This Worked
Automation at the Core: Reduced friction in checkout, eliminated manual processes, and improved decision speed.
Compliance-First Design: Equitable product presentation built shopper trust and satisfied regulatory standards.
Partner-Centric Approach: Financial partners could showcase differentiators while staying within a universal framework.
Seamless Shopper Journey: The universal application empowered customers to confidently make financing decisions in seconds.
Future Development
Next-phase innovation will focus on partner-owned application flows, giving lending partners more control while maintaining the same seamless user experience and compliance standards.
Conclusion
Flowbot Forge helped Wayfair transform financing from an afterthought into a core growth engine at checkout. By automating financing workflows, streamlining applications, and creating equitable product presentation, the platform delivered over $100M in incremental revenue and achieved an 85% completion rate. What began as an MVP has now matured into the financing backbone of Wayfair and its family of brands.
Category
Workflow Automation
85%
Application Completion Rate
Industry
Healthcare
Headquarters
Boston, Massachusetts
Company Size
300,000
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