Automating Customer Onboarding

Simplify And Streamline The Onboarding Process For New Customers.

Customer onboarding is a critical aspect of any business as it sets the foundation for a successful relationship between the company and its customers. However, manual processes can be time-consuming, prone to errors, and negatively impact the customer experience. Automating customer onboarding streamlines the process, providing a smooth and efficient experience for the customer while reducing workload and increasing accuracy for the company. As an example, a bank can automate the Know Your Customer and Anti-Money Laundering checks to speed up onboarding and customer access to services or products.

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    How Automated Customer Onboarding Works

    Customer onboarding automation works by using technology and automated workflows to simplify and streamline the onboarding process for new customers. Here are the general steps of how it works:


    Collecting important information from the customer. With automation, businesses can use pre-built forms and automated workflows to capture customer data quickly and accurately.


    Using automation to manage the documentation required for the onboarding process. This includes creating, tracking, and storing all relevant documents digitally.

    Notifications and Reminders

    Automatically send notifications and reminders to customers throughout the onboarding process. Keeping customers informed and engaged, reducing the time required for manual follow-up.


    Standardise the onboarding process, ensuring that all customers receive the same level of service. Creating a more consistent customer experience and reducing the risk of errors or omissions.


    Once the onboarding process is complete, automation can integrate the customer data into the relevant systems and applications, enabling a seamless transition to ongoing operations.

    The Benefits of Automating Customer Onboarding

    Automating customer onboarding can provide numerous benefits to your organisation, these include:


    Automation streamlines the onboarding process, reducing the time and resources required to bring new customers onboard. This efficiency allows your team to focus on higher-value tasks.


    Automated processes follow predefined workflows, ensuring a consistent experience for every customer. This consistency builds trust and enhances the overall customer experience

    Faster onboarding

    Automated systems can complete tasks much faster than manual processes, enabling organisations to onboard customers more quickly. This speed is especially crucial in industries where time-to-value is critical.

    Reduced Errors

    Human error is inevitable in manual processes, but automation can significantly reduce the risk of mistakes. Automated systems can validate information, perform calculations accurately, and ensure compliance with regulations.


    Automated onboarding processes can easily scale to accommodate growing customer bases without requiring a proportional increase in resources. This scalability is essential for organisations experiencing rapid growth.

    Improved Data Management

    Automation facilitates the collection, organisation, and analysis of data throughout the onboarding process. This data can provide valuable insights into customer behavior, preferences, and trends, helping you make data-driven decisions.


    Automated systems can leverage customer data to personalise the onboarding experience. By tailoring communications, product recommendations, and support resources to individual needs, you can enhance customer satisfaction and loyalty.

    Cost Savings

    While there may be an initial investment in setting up automated systems, the long-term cost savings can be significant. By reducing manual labor, minimising errors, and improving efficiency, automation can lead to lower operational costs over time.

    Real-World Case Studies

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      Automated Customer Onboarding For Banks

      Banking on Customer Onboarding

      The most important moment in the business relationship between a bank and its customer is the very first moment. Customer onboarding is the first opportunity your bank will have to demonstrate its quality standards to its customers and the interaction that will set the tone for the rest of relationship.

      Leading UK Kofax Partner and Reseller

      As one of the UK’s most experienced Kofax Partners and Resellers, Telic Digital can help to ensure your project is a success. With a range of pre-built solutions and framework connectors, we can help to accelerate your implementation and minimise associated risks.

      Our 4-step approach will cover all stages of your process automation journey. We have you covered, from discussing where to get started and identifying the right solutions to assisting you in integrating platforms and supporting existing projects.