Know Your Customers
Client on-boarding
Client on-boarding is a largely manual, error-prone, time-consuming, expensive, incomplete, and ineffective process. It often aggravates both the client as well as the organization.
Sphereon can be of great help in automation and improving quality:
- automated capture of emails, attachments, documents, posts
- automatic classifying the document types
- extracting key data for backend systems
- checking for missing documents, signatures or information
- automatic creation of accounts, documents, activation requests
- immutable proof of registration or receipt, including timestamp
Improving on-boarding processes is an essential goal for organizations that want to enhance their relationship with customers, clients and employees to grow their business.
- Bill Cline, kpmg.com, 2014