Customer onboarding is a fundamental part of customer acquisition strategy. This term refers to all activities through which the company acquaints potential customers with its product or service. When carried out properly, customer onboarding enables the company to build customer trust and establish a loyal relationship.

Client onboarding?

Customer onboarding is the process by which a company introduces a new customer to its product or service. The main goal is to make sure that the customer understands how to use the product or service and feels comfortable using it.

This process can include training, support, product configuration, and other activities designed to help the customer get the most value from the product in question. Onboarding enables the customer to understand how the product or service can be useful in achieving his or her goals.

In order to achieve an effective onboarding experience, you need to keep customer engagement high during the process. Giving them a reason to return to your website and purchase is critical. Otherwise, you risk losing possible customers to all the noise present online, caused by digital marketing in all its forms.

In order for client onboarding to be done properly, it should:

• Involve customers throughout the process;
• Make them happy and fulfilled;
• ensure their simplicity and speed throughout the process.

Digital onboarding

Digital onboarding is a digital version of the customer onboarding process. This process includes all digital practices and tools that enable companies to acquire new customers by guiding them to use the products and services offered.

Digital onboarding uses digital technologies to introduce customers to your product and service, instead of using traditional methods such as telephone, mail, or physical point of sale. This may include creating video tutorials, providing online guides, setting up accounts, and communicating via email or chat.

Digital onboarding enables companies to reach a wide range of customers around the world and provide a personalized and automated onboarding experience.

Digital onboarding first involves the provision of personal information by the potential client and, if requested, some biometric information (fingerprint or face scan). In this way, the individual is identified quickly, easily and securely.

How do you automate customer onboarding?

In order to automate customer onboarding, customer onboarding software must be adopted in the company. By doing so, the company can quickly capture the data of all customers required at an early stage for identification. All this allows for accurate data, captured securely.

The myBiros onboarding solution helps you to:

• Classify and recognize any documents expected during onboarding;
• Extract information from any classified document;
• Export data to any system and management.

Automation of digital onboarding, allows for improved customer satisfaction, giving the customer a fast and smooth experience.

Digital onboarding: the benefits

Compared with traditional onboarding processes that require customers to personally come to the office and undergo lengthy tasks, digital onboarding sees several advantages:

1. Streamlined administrative processes
   Digital onboarding digitizes the entire customer experience, saving time and costs spent on administrative and bureaucratic tasks for both the company and its back office and the end customer.
2. Improving the customer experience
   Digital onboarding allows much of the process to be automated, which means that customers can start using the product or service more quickly and without having to wait for a dedicated person to intervene. Digital onboarding allows for an improved user experience and ensures user engagement. The more user-friendly, efficient, and fast a solution is, the more satisfied the customer is.
3. Greater Scalability
   Digital onboarding enables companies to reach a wide range of customers around the world. This enables companies to expand more easily and serve more customers.
4. Reducing environmental impact
   Traditional customer onboarding requires paper in significant amounts. Digital onboarding, on the other hand, allows every smallest step of the process to be digitized. Documentation is fully digitized and paper waste greatly reduced.

Conclusion

Nowadays, digital onboarding is a key point in customer acquisition strategy. In general, digital onboarding enables a smoother and more personalized customer experience, improving customer satisfaction and increasing the likelihood of retention.

The myBiros solution allows for streamlining customer onboarding, speeding up and improving the entire document process.

Want to know more about myBiros easy onboarding? Contact us, we will be happy to show you how our software can reduce repetitive and administrative tasks that steal time from your back office, ensuring customer satisfaction and giving them a seamless experience.

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