Customer onboarding processes are often complex and time-consuming, involving many stakeholders and systems, both within and outside the organization. The various processes and systems create silos that make it difficult to obtain a 360-degree view of all the documents, correspondence and records related to a customer.
OpenText™ Customer Onboarding solutions ease the onboarding experience by connecting information for a comprehensive customer view.
Impact business and achieve better results.
Digitize and automate onboarding processes to decrease manual data entry and workflow intervention and free up team resources.
Create trust and confidence throughout the onboarding experience to increase customer retention and loyalty.
Leverage existing customer information to fuel targeted upsell and cross sell opportunities that resonate and motivate.
Automate security, privacy and retention rule application to ensure customer information complies with all corporate and industry regulations.
Disconnected information siloes and slow, error-prone manual processes make it impossible to provide a clean, simple onboarding experience. Automate mundane and repetitive tasks to speed throughput and instill customer confidence and trust.
Critical information can be bypassed in traditional capture if it’s not identified. Intelligent capture analyzes all forms of structured and unstructured content, applies classification rules and automatically triggers next steps.
Solve business challenges with Customer Onboarding.
OpenText combines end-to-end solution implementation with comprehensive technology services to help improve systems.