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Client Onboarding

The client onboarding process is where an organisation is given the opportunity to make a great first impression. This process often sets the tone for the long term success of the relationship between the client and vendor. It is a crucial step where client information is gathered for use in projects and can often involve many stakeholders.

The customers expectations are set out in this process.

Managing all the critical documents and paperwork associated with this onboarding process takes a lot of manual effort. Automating client onboarding not only standardizes the process but also offers clients a quick and seamless onboarding experience. By leveraging document management and workflows this solution sets the tone of an efficient and competent enterprise. Workflows offer the ability to automatically send out contracts, welcome packs and other necessary documents. The contract approval process is fast tracked with the use of e-signatures significantly reducing the time to revenue from new clients.

Key Benefits
  • Create End to End onboarding workflows that create a seamless onboarding experience
  • E-Forms offer a secure and rapid way of obtaining client information i.e Credit Application
  • E-Signatures fast-track the contract approval process
  • New customer set up becomes a quick and seamless process
  • All client documents are stored in an easily retrievable and secure repository
  • Make a exceptional first impression by automating your Client Onboarding process today!
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