Customer Onboarding

Onboarding by Comnexa

In our experience, it is difficult for many businesses to effectively track and automate the onboarding process of new customers. This leads to great inefficiency internally, bloated teams of administrators, and a suboptimal customer experience. Our unique onboarding Accelerators quickly transform the client onboarding journey. Based on Financial Services Cloud and Experience Cloud, our Accelerators allow seamless collecting of client information and improved customer experiences. The following functions reduce the burden for compliance, operations, and business development teams:

  • Automate data collection, including the sending and collection of digital onboarding forms.
  • Enable the customer to view the status of onboarding and update information live.
  • Request and enable the customer or intermediaries to upload, update and manage KYC documents using powerful screen flows.
  • Real-time reporting and dashboards, allowing teams to view the onboarding status of each client in a centralised location.
  • Improve the customer experience by pre-populating information business development teams already know about the customer.
  • Seamlessly integrates with KYC & Due Diligence within Financial Services Cloud.

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Customer Onboarding

Our Solutions

Solutions

Customer Onboarding

In our experience, it is difficult for many businesses to effectively track and automate the onboarding process of new customers. This leads to great inefficiency internally, bloated teams of administrators, and a suboptimal customer experience.

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KYC & Due Diligence

Our KYC & Due Diligence Accelerators can enable businesses to carry out all of their AML screening tasks in Financial Services Cloud, without the need to support or provide data to a third party screening application. Our Accelerators allow you to reduce customer onboarding delays with a frictionless process.

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Client Management & Pipeline

The most important information you need, right at hand. Our CRM Accelerators have been proven to help businesses find, win, and keep 22% more customers. Our CRM Accelerators allow your teams to track sales leads and opportunities, as well as offering the most recent customer interactions, such as the latest phone calls, meetings, and emails, all in one single system. All implemented with Salesforce.

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service-cloud

Project Management / PSA

In Partnership with Cloud Coach, our Professional Services Accelerators can transform Salesforce into a fully fledged project managment system. We can provide everything you need to manage your projects, whether it's Customer Onboarding, Professional Services Automation, IT Project Management, Customer Success, your PMO / Program Management and more.

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Marketing Automation

In our experience, many businesses find it challenging to track and measure the effectiveness of their communications, gain insight into user journeys and personalise content across campaigns. We have developed several Marketing Automation Accelerators which allow you to always send the right message, to the right person, at the right time.

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