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.

Kofax Onboarding Agility™ makes becoming your customer easier. As a framework, it provides a model for onboarding customers using the many facilities of the powerful TotalAgility platform. The framework provides a unique combination of mobile access, omnichannel document capture/extraction, workflow automation and optimization, 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.

Accelerate the Onboarding Process and Engage Customers

Serve your customers on any device or channel they choose, especially mobile. Automated, personal follow-up communications and other customizable features solidify customer loyalty and make doing business with you a pleasure.

Increase Operational Efficiency and Visibility, and Reduce Costs

Employ automation and customer self-service to eliminate time-consuming and error-prone manual processes. Enable your operations and customer care managers to make faster, better-informed decisions through tailored reporting and analytics.

Mitigate Risks and Ensure Compliance

Communicate with third-party services to execute identity verification, Know Your Customer (KYC), anti-money laundering, fraud prevention and other needed regulatory compliance checks.