Overview
This on-demand session explains how to use Insights to review workflow performance, understand client behaviour, and make metric-driven improvements. It is for teams optimising onboarding and improving completion rates.
Who this is for
Firm admins, operations, and compliance leads who review onboarding performance and workflow data.
Watch the recording
What this covers
Accessing Insights and Engage reporting
Key workflow metrics: created, completed, completion rate, and median days to completion
The workflow performance scorecard and client-journey funnel
Identifying drop-offs, stalled workflows, and bottlenecks
Check types and steps adoption over time
Team activity and client experience metrics
Engage Business reporting
Key takeaways
The Engage Individuals overview shows workflows created versus completed, completion rate, and median days, so you can spot gaps quickly.
The workflow funnel shows drop-offs from request created through to reviewed, highlighting where clients or teams get stuck.
Completion rates below around 70% are worth investigating, and stalled workflows over 30 days are good clean-up candidates.
Team activity and client experience reports surface review turnaround, reminder effectiveness, and the best times to send requests.
Engage Business reporting covers company-level checks such as company reports and sanctions screening.
Related guides
ℹ️ Further guidance