Customer onboarding made simple
For many businesses, onboarding new customers can be a slow and cumbersome process, with manually collecting and verifying documents taking up too much time. 123signed’s customer onboarding solution eliminates this once tiring process and provides a streamlined and efficient way to onboard new customers.
Why choose 123signed customer onboarding solution?
Efficient customer onboarding is crucial for businesses of all sizes and industries. Our platform is designed to make the onboarding process as simply as possible, allowing your business to benefit from the advantages of a streamlined process
Features of 123signed’s customer onboarding solution
123signed is designed to help your business streamline it’s customer onboarding process.
Simplified and Enhanced Due Diligence
123signed lets your business carry out simplified and enhanced due diligence on your customers based on their risk level. This feature helps you identify potential risks and reduce the risk of fraud and financial crime.
Central Document Upload/ID Scan
Easily collect and verify customer documents through a centralised upload portal. Our ID scan feature also ensures that the documents are genuine and not altered, reducing the risk of fraud.
Centralised Document Collection
Customer document can be accessed easily and quickly as they are stored in one place. We also allow you to track the status of documents and send reminders to customers that haven’t provided them yet.
Automated Application Vetting
With 123signed automating the application vetting process, the onboarding process is fast and efficient. Speed up the process with no longer a need for the manual effort required to vet applications.
Real-time reporting, enabling you to track the status of your onboarding process, identify bottlenecks, and monitor progress. This allows your business to you identify potential issues early and take corrective action.
Easy to integrate
123signed is designed to integrate seamlessly with your existing systems and can be customised to meet your specific needs.
Let customers sign their contract electronically and manage the process from your dashboard.
Frequently Asked Questions
What is customer onboarding?
Customer onboarding is probably one of the most important stages of a customer lifecycle. As it comes at the very start of a customer journey, it can set the tone for the entire relationship and whether they become a regular customer or not.
What Makes a Good Customer Onboarding Experience?
A good customer onboarding process for the customer is one that is simple. Although they are going through a process, to the user – you don’t want them to feel like that. That’s why our solution makes it as simple as possible for the customer to provide the information that is required, and for you the merchant to get them verified.
Why is Customer Onboarding Important?
Customer onboarding in an effective way is critical to customer success. Should there be a bottleneck in your process, it could be that you end up losing income. It also ensures that you are compliant in terms of AML and KYC – mitigating any risks associated with verifying and collecting a customer.
In today’s evolving financial landscape, safeguarding your business against financial crimes like money laundering, fraud, and terrorist financing is paramount. As a result of this, the importance of transaction monitoring cannot be overstated. It ensures financial transactions adhere to regulatory standards and remain free from illicit activities. Transaction monitoring involves the systematic
In today’s evolving financial landscape, safeguarding your business against financial crimes like money laundering, fraud, and terrorist financing is paramount. As a result of this, the importance of transaction monitoring cannot be overstated. It ensures financial transactions adhere to regulatory standards and remain free from illicit activities. Transaction monitoring
Be confident in your onboarding and compliance monitoring with 123signed
123signed offers a fully supported service to help firms maintain compliance through your payment portal.