cx insights onboarding@2x

Onboarding customers swiftly, accurately & securely.

Delivering a seamless onboarding experience for your customers ensures that information is captured, verified and processed accurately and efficiently. Using automation to onboard customers ensures complete compliance and reduces human error.

Automation to efficiently onboard customers.

  • Identify journeys

    Identify and map your high value onboarding journeys, such as new customers, employees or renewals.

  • Identify touchpoints

    Identify critical touchpoints (such as paper to digital or e-consent) to build automated workflows.

  • Create compliant templates

    Create pre-loaded content and templates pre-approved for regulatory compliance.

  • Automate communications

    Automatically generate and deliver customer communications.

  • Seamless integration

    Seamlessly integrate with and leverage in-house and core systems.

  • Utilise one solution

    One solution can also be utilised to transform other customer journeys.

Transform your onboarding process.

  • Gather & verify information

    Gather information and verify your customers quickly and painlessly to enhance their onboarding experience.

  • Instantly approve & check

    Instantly make approvals, conduct due diligence and regulatory compliance checks.

  • Get consent quicker

    Speed up your onboarding and gather consent and agreements quicker with electronic signatures.

Get started on your journey

Start a conversation with us to find out how you can unify your inbound and outbound communications to deliver continuously connected customer experiences.

Talk to us today