The customer on-boarding process is an optimal time for strengthening customer relationships and developing new sales opportunities. With an exceptionally easy on-boarding process, customer decisions can be reinforced that are made during the sales process. This will not only open doors for up-sell and cross-sell possibilities, but also will invariably increase the customer lifetime value.

It takes a lot of effort and time to develop a superior and extraordinary process. Statistics show that many companies are stuck with disconnected systems and fragmented processes that makes customer on-boarding very complex and expensive. This often results in dissatisfied customers and huge loss in business.

customer on-boarding

Our company’s customer on-boarding software not only helps you automate and streamline the on-boarding process with a remarkable client experience, but also dramatically cuts the processing time, driving higher revenues and facilitating rapid response to change.

Incessant transforms the customer on-boarding journey for organizations

The industry’s unique software is offered by Incessant. Our company allows organizations to transform their customer on-boarding process for increasing productivity, taking advantage of market opportunities, driving profitability, and complying with changing regulations.

The on-boarding system of our company enables organizations to deliver outstanding and phenomenal customer experiences during closure of new business with greater efficiency. By providing easily configurable pre-built components, and KYC (Know Your Customer) controls, Incessant’s software accelerates the implementation of automated and customized on-boarding processes across varied geographies, products and channels.

So with our company, companies can:

Improve and boost the client experience with several intelligent processes that actively and dynamically guide client service teams and relationship managers at every step of a customer on-boarding process.
Increasing compliance by automatically applying to due diligence procedures with fully integrated KYC requirements.
Authorizing users to create and modify rules and processes without the help or need for coding from IT team.
Scaling efficiently with end-to-end automation and legacy system integration eliminating error-prone manual work.

What are the comprehensive capabilities for the customer on-boarding process?

The on-boarding software of our company offers very powerful functionality and easy-to-use tools to streamline and improve customer on-boarding. These are:

Processes that are pre-defined for reducing data capture time by pre-populating application forms
Account setup, correspondence generation, contract management, and user provisioning that streamlines account set-up end-to-end
Intelligent processes for qualifying a client once for multiple products
Rules that are based dynamically on the client profile to automatically drive document verification and due diligence, for reducing on-boarding time
Reporting and dashboards at different levels for providing visibility into all tasks and activities
New business components that are pre-built for automating execution of parallel and sequential tasks
All-channel services that seamlessly transition activities across channels and devices

Transform your customer on-boarding journey with the help of iCOB and give your customers a better experience. In addition, reduce manual effort, increase customer lifetime value, continually refine all the strategies and also minimize the complexity in processes. To know more email icob@incessanttechnologies.com

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How to accelerate Customer On boarding