Menu

Customer Onboarding process

Improving customer onboarding process

Users have increasingly high expectations of digital technology. Real-time results, simple and intuitive use are among the criteria on which they base their decisions. It is therefore important to offer solutions that improve the customer’s digital experience. All this while offering the highest level of security in response to these new challenges.

Customer onboarding is an approach by which the company supports a new customer in creating an account or using a service. Indeed, the objective is to mark the beginning of the relationship and to help the customer in the use of the service. Onboarding processes are generally present in the field of IT services and technological products. They are particularly important in the context where the identity of customers must be verified.

Indeed, identity verification, especially in remote situation, plays an important role. First of all, it is necessary to verify that the person opening an account is who they claim to be. And not an identity thief or a fraudster. Moreover, this step must be fast, secure and seamless for the user. With our solutions, we offer a fully automated identity verification. In that way, we improve customer onboarding processes, secure auto enrolment, and provide a better digital experience.

What are your customers looking for?

User Experience Efficiency Customers want to access the requested service through a simple, fast and seamless experience.
Saving time Saving time Thanks to this digitization, users expect instant responses to their requests, otherwise they abandon the processes.
Device Flexibility Each customer is waiting for a digital experience adapted to his use, whatever the device: web or mobile.

Staying competitive with a great customer onboarding process

In an increasingly digital-focused market, many companies are seeking to offer the best digital experience to their customers especially during the client onboarding process. Banks, Fintech companies, telecom operators and governmental organisations are first in line.

To face increased competition from new arrivals, online account creation processes need to be as simple, quick and smooth as possible for the user. First of all, the number of steps must be reduced, and only request the necessary information. On the other hand, the responses must be in real-time. These elements are essential to propose a great client onboarding.

Without these fundamental elements, more demanding users will give up before reaching the end of the process. As a consequence, there is a high risk that these users start a process with a competing company.  With a bad user onboarding, companies can lose new customers.

digital customer experience

Improving efficiency due to automated identity verification

In the past, client onboarding process was a long and time-consuming task. In fact, identity documents had to be scanned by users. In most cases, copies of the digitized documents were sent to data entry platforms. There, the work consisted in entering the visible information from the document, and then checking the different data.

On web or mobile, the use of automated solutions for document verification allows processes to be optimized. First, it reduces processing times. Document verification is now performed in real time. And it also reduces the costs associated with manual document processing.

Clearly, automated checks enable companies to reduce their back-office verification costs. In this way, it allows them to improve their efficiency. 

Automated Document Verification

Increasing conversion rates with a great customer onboarding

Today, customers are sensitive to the digital experience offered by companies. And it starts with the registration process.

To boost loyalty among customers and keep them engaged, companies must offer automatic and secure onboarding process. Especially for financial institutions and other regulated businesses, such as online gambling providers.

Integrating document and ID checking services, designed to provide an immediate response, makes it possible to offer your users the best possible experience. By accompanying them throughout the process, the risk of drop-out during account creation is minimized. This is one of the best ways to optimize your conversion rates.

automatic coating
Follow us!