Connect Partners Faster with Self-service Onboarding
Efficient Customer Onboarding Shortens Time-to-Revenue
The most common challenges for onboarding commercial banking customers are fragmented communications, a lack of visibility for stakeholders and shaky exchanges of sensitive information. These challenges are often caused by a lack of integration between business systems and disparate centers of file transfer activity.
Offer more and reduce your cost-to-serve by with our Community Management portal for B2B onboarding as a part of your BPM strategy. IT can move business partners to self-service for onboarding, while ensuring compliance, as well as safely automate complex processes where information sequence is critical.
Consolidating customer onboarding – connections can take place in hours – not weeks and months. Onboard faster, provide a service to customers and save time with an automated process.
Advance your B2B Gateways & Speed Customer Onboarding with Self-Service
The Community Management Portal enables customers and business partners to onboard themselves and self-test their connections. Automated workflows, including approvals and automated connections with ERP systems are available for business process management workflows. You retain full control and monitoring of onboarding progress without the costs and potential delays and errors of a manual process. The process orchestration can be as minimal as a six step process:
- Customer gets invited to an onboarding campaign
- Customer uses a self-service web portal to onboard
- Customer validates message format while at the web portal
- Customer completes a full test while at the web portal
- Web portal notifies bank to move customer to production environment
- Bank automatically activates the customer account