Digital
Onboarding
Digital Onboarding
Customer Onboarding that inspires
End users are accustomed to digital and easy to handle applications and expect the same for complex onboarding processes. As a company, enable a digital onboarding of new and 100% paperless management of your existing customers.
There are no limits to the scope of the solution. Whether new applications or long and complex contracts with large amounts of data – any paper-based process can be made more efficient with our solution. This also applies to internal, cross-departmental workflows and approval processes.
Data collection
Individual customer data collection incl. Plausibility and completeness checks
Signing
Customer legitimation and / or digital signature by preferred provider
Closing
Contract opening and management with all details included as well as customer login and digital mailbox
By automating the entire process chain, the administrative effort is reduced to a minimum. Our solution is available as a hybrid (customer with employee) or online-only (customer stand-alone) version – completely digital and without media discontinuity. A flowing and continuous process that meets all your needs and those of your partners and combines them optimally. Without redundant multiple entries and without having to go through different processes with different parties.
Core functions
Mapping and automation of individual internal and external document processes
Seamless integration of third-party providers, e.g. for digital signature, legitimization or compliance checks
Plausibility and completeness checks
Interfaces to already existing system landscapes
Operation and hosting in Germany, with a desired hosting provider or on-premise
Transfer of already existing data for pre-filled forms
Intermediate storage of the data, for the resumption of the process at a later point in time
Customizable solution with your own look and feel
Support of multiple languages
Responsive design for the use of different end devices, e.g. laptop, tablet, smartphone
Platform approach with integration options from preferred third-party providers
Digital mailbox upon request
Intuitive user interface
Your benefits
Increase of conversion rates
Improved customer acquisition and engagement rates
Increase customer satisfaction
Mapping of multi-stage process chains
Multi-party processes
Image improvement
Further solutions
Paperless
contracts
Reduce your administrative effort and avoid multiple redundant entries of the same data by integrating your documents.
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Business
Control-Center
Allows you to digitally process and manage all types of contracts, applications and forms.
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Digital client
portals
The portal allows you to interact with your customer via an additional channel and thus actively supports you in your customer service.
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