Webinar On Demand

Streamline Customer Onboarding Processes with OpenSpan

Customer on-boarding processes are typically hampered by manual repetitive tasks that impact productivity and add significant cost to the organization. Automating these tasks has always been challenging due to the complexity of the applications involved and the lack of available IT resources. Until now. During this presentation you will see how it is possible to rapidly automate manual on-boarding processes using your existing applications and without writing a single line of code. Topics include:

• Automating credit checks and verification processes – consolidate disparate database and software access and processes for single account tracking
• Auto-synchronizing customer information across systems – ensure that the correct information is copied and processed across complex verification processes; eliminate time-consuming and potentially costly errors and omissions
• Automating new customer fulfillment tasks – correlate and expedite customer data to order and generate the appropriate materials and media to cement the new customer relationship
• Automating customer notification processes – best practices for generating notification media based on an up-to-date, 360°customer view