Put your onboarding on cruise control.
Digital transformation is happening across the globe, but too many businesses still have behind-the-scenes, manual processes when it comes to managing their forms and enrolment documents. This creates logjams in your workflows and slows onboarding approvals, creating a not-so-ideal customer experience.
It’s time to move your onboarding processes into the digital era. If you’re already using digital forms, there’s no good reason not to automate the process end-to-end. Doing so lets you avoid time-consuming rekeying of data and paper archival, while giving you a way to compliantly capture all data, including e-signatures for approvals and integrate it into your back-end systems and reporting tools.
Even when employees are in the field and off-line — you can still digitally capture data on any device — and securely automate its distribution to the right systems and tools once they are back online. You’ll save time, your onboarding processes will be faster and smoother and you’ll be able to capture new customers faster — which is the result you’re really after.