Customer Onboarding

Customers are the lifeline of every business, and it’s essential to provide a rich customer experience, beginning with their onboarding process. Onboarding marks the transition from the sales phase to the delivery phase, and is your first opportunity to build trust with the new customer. Our solution provides a framework to achieve successful customer onboarding experiences by putting all the necessary elements together, including multiple touch points and unfailing execution from numerous participants.

A finely tuned onboarding process will help the selling organization control and enhance the customer experience during the early days of a customer life cycle. Once you understand the challenges associated with onboarding a customer to your business, our flexible framework-based platform will allow you to configure all the activities involved in the process. A multistep solution will typically include the following:

Welcome kit–change from paper to electronic
Customer master data acquisition and management is the biggest challenge–customer information pages and CRM application integration
Document repository–stores all your contracts in electronic format, eliminating paper
Compliance and regulatory issues add complexity to the process–Anti-Money Laundering (AML), Know Your Customer (KYC), Bank Secrecy Act (BSA), Health Insurance Portability and Accountability Act (HIPAA), U.S. Patriot Act, disclosures, etc
Communication–Inbound channels from customer
and outbound information on order confirmation,
invoices, statements, dunning letters,
collection notices, etc
Credit and reference checks–run credit reports, procure D&B reports and perform reference checks
Legal–agreements and SLA documents, replace paper by online forms and wet signature
Analytics–real-time analytics on customers, products, services, regions, etc

Solution Benefits:

Automates workflows and reduces manual paperwork
Significantly improves the accuracy of customer data
Provides one central portal to collect customer data and then share the data with other internal IT applications as needed
Ensures process adherence
Easier to achieve legal and regulatory compliance
Provides analytics on your most profitable customers