At that moment, you have the power to wow with simple, smart, intuitive, digitised interactions…or disappoint with a painful, manual, paper-based onboarding process.
Create a remarkable onboarding experience for your customers and staff with an onboarding solution that offers real-time mobile engagement, the flexibility of anytime, anywhere self-service, and omni-channel digital interactions (web, mobile, paper – linking to any number of your back end systems).
Digital Transformation your procedures as you move from physical to digital onboarding by capturing process-ready documents, automating identity and other verifications, gathering e-signatures, automatically integrating with in-house and external systems and communicating in customer channels of choice. Make progress visible to everyone and escalate when needed to accelerate to closure and further optimise the experience. The impact of a good onboarding experience versus a bad one? A competitive advantage with increased revenue and share of wallet versus a disappointed customer who hesitates to invest more with you, lowering the customer lifetime value and your company’s reputation.
Eliminate forms, stress and delays and win peoples admiration.
In your pursuit of solutions that satisfy the market’s growing expectation of simplicity and convenience, consider this: you can now offer an onboarding process as quick and simple as asking your customers to snap a photo of their ID with the mobile device in the palm of their hand.
Power an Engaging Onboarding Experience
When you wow new customers with an onboarding experience that includes real-time mobile engagement, self-service and omnichannel communications, you create enduring customer loyalty and a competitive edge—all while ensuring compliance and automating due diligence.
Twofold offers a decade of experience in automating these processes with technology and software robots, giving us the ability to help you accept paper, emails, web forms, attachments, and mobile interactions. You’ll be able to integrate them all into your backend applications – any number of them, on any platform.
Our world class platform is used by tens of thousands of organisations across the world, so you’ll know you have a fully tested, and proven platform with the Twofold team ready to answer your questions when you have them.
Dramatically Reduce the Time and Complexity of Onboarding New Customers
Onboarding is perhaps the most critical process in the client lifecycle, as it sets the stage for the rest of your relationship with your customer—and can even determine whether a relationship begins at all.
Today’s customers increasingly compare your onboarding experience with those of popular online retail and entertainment platforms. And when you consider that since 2010, smartphone usage has surged by almost 400% and tablet usage has risen 1700%, it is not surprising that your customers expect to connect with you anytime, anywhere, and through a multitude of channels and devices.
If you email a document in at 11pm, you want acknowledgement of receipt and acceptance that it is correct at 11pm, no delays, no latency – just good use of technology that has been around for 20 years.
Use digital onboarding to rock enrolment
Modernise, digitise and personalise your customer and employee enrolment experience. With a streamlined digital enrolment process, you’ll provide a seamless journey from start to finish whichever device is used.
We are partnered with some if the world leaders in document management, supplying and supporting both Kofax and OnBase products. This means we are uniquely placed to ensure that you get the right solution for your business, providing a unique combination of mobile access, omnichannel document capture/extraction, workflow automation and optimisation, integration capabilities and analytics—across all channels and throughout the entire onboarding process. Employ automation that empowers users with self-service capabilities, thereby freeing knowledge workers to focus on more essential tasks and enhancing customer engagement and satisfaction.
Key features and benefits
- Automatic collection and identification of relevant sales order data
- Order line item capture
- Automatic validation of price, quantity and unit of measure
- Allows for customer-specific logic and checks
- Increased process control and full transparency
- Earlier identification of errors and exceptions
- Shorter processing times
- Lower costs in the order entry process
- Increased customer satisfaction due to optimized sales order processing