Typical customer onboarding applications require a variety of supporting documents in both paper and electronic forms. Imagine Solutions onboarding enables users to automatically capture all relevant documents from their constituents or customers, validate those documents and send them to business applications for immediate processing. Customer-facing employees are able to spend more time with their customers, improve the service experience and close more business faster.
Capture Information at the Point of Entry
New account or case openings along with their supporting documentation can be captured from any source, including desktop scanners and MFPs, the Internet and mobile devices at the point of customer interaction. The onboarding solution then extracts, verifies and validates the content, facilitates the acquisition of trailing documents, and uses business process workflows to ensure that the onboarding process is completed in a timely manner to enhance the customer experience.
By automating the onboarding process, organizations can provide a higher level of service, significantly enhance the customer experience, provide a competitive advantage and expedite the onboarding process while reducing operating costs.