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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

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