Customer Onboarding
Improve customer satisfaction and lifetime value while reducing cost and risk
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Overview
Customer onboarding processes are often complex and time-consuming, involving many stakeholders and systems, both within and outside the organization. The various processes and systems create silos that make it difficult to obtain a 360-degree view of all the documents, correspondence and records related to a customer.
OpenText™ Customer Onboarding solutions ease the onboarding experience by connecting information for a comprehensive customer view.
Key benefits
Impact business and achieve better results.
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Reduce onboarding cost
Digitize and automate onboarding processes to decrease manual data entry and workflow intervention and free up team resources.
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Increase customer satisfaction
Create trust and confidence throughout the onboarding experience to increase customer retention and loyalty.
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Increase the value of existing customers
Leverage existing customer information to fuel targeted upsell and cross sell opportunities that resonate and motivate.
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Enhance compliance
Automate security, privacy and retention rule application to ensure customer information complies with all corporate and industry regulations.
Business impacts
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Improve acquisition efficiencies
It’s often a challenge to aggregate information needed to quickly welcome customers. Digitizing processes and integrating siloes means relevant information is instantly available to reduce time-to-purchase, abandonment rates and associated costs. -
Enhance customer experience
Disconnected information siloes and slow, error-prone manual processes make it impossible to provide a clean, simple onboarding experience. Automate mundane and repetitive tasks to speed throughput and instill customer confidence and trust.
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Streamline processes
Manual processes can no longer keep up with the volumes and permutations of modern customer interaction. Leverage content services technology to connect functions and automatically trigger responsive actions. -
Maximize the capture process
Critical information can be bypassed in traditional capture if it’s not identified. Intelligent capture analyzes all forms of structured and unstructured content, applies classification rules and automatically triggers next steps.
Explore the components of the solution
Products
Solve business challenges with Customer Onboarding.
- OpenText™ Content SuiteEnhance information access and value across the organization
- OpenText™ AppWorks™Automate and optimize business processes with a low-code app
- OpenText™ Intelligent CaptureTransform documents into actionable business insights
- OpenText™ Documentum™Modernize enterprise content management
- OpenText™ Documentum xCP™Assemble complete case files with minimal effort
- OpenText™ Exstream™Transform customer communications into exceptional experiences
Professional Services
OpenText combines end-to-end solution implementation with comprehensive technology services to help improve systems.
- Accelerate your Information Management journeyConsulting Services
- Comprehensive Information Management services and resourcesExplore Professional Services
- Reduce time to value with rapid implementationPackaged Services
