Does your current client onboarding workflow look something like this? Manual, disjointed, and SLOW?
If so, you’re probably running into the same issues as many other businesses:
💰COST – the process is expensive as everything needs manually entering, tracking, and following up.
🚧ERROR PRONE – With manual data entry comes missing information, typos, and other overlooked steps.
🚨RISK – everything from missed compliance steps, detecting fake identities, or simply entering the wrong information can have expensive repercussions.
😡FRICTION -it’s hard to grow a business around processes that are hated by staff, and frustrating for customers.
Enter OnboardExpress
Leveraging our embedded form technology, we can now address all these issues with a simple, but highly effective onboarding form.
Streamlined onboarding – how it works
STEP 1 – The user completes a form designed to collect all and only the information you require.
STEP 2 – A new Contact record in your internal system is created and the User is automatically redirected to complete an ID check.
STEP 3 – The process is managed with an email backup, reminder, dashboard, and admin email notifications.
STEP 4 – Your internal system is kept up-to-date when the ID check is complete.
OnboardExpress Benefits
🚅Streamlined forms can speed up new client onboarding by weeks.
❤️Lovable by staff for its simplicity and removal of manual steps entering data.
😍Clients love something simpler with a far shorter form asking questions only relevant to them.
💰Save money on operations and unlock greater ability to scale.
⚖️Reduced risk from fewer data errors.
Testimonial
IdentityCheck has transformed our onboarding process. We’ve reduced the time spent per client from an hour to under 5 minutes. The accuracy and efficiency improvements have not only saved us thousands but also positioned us for significant growth. The support from IdentityCheck has been fantastic, ensuring everything runs smoothly. The ability to read and verify various types of identity documents is a game-changer, especially with our diverse client base.
Angela Munoz, Guardian Tax Solutions
Costs
For all existing clients and new subscribers before June 30th, OnboardExpress will be included at no additional cost to your IdentityCheck subscription.
There is a ONE-TIME setup fee of just US$1,000 to design, create, test, and launch your onboarding form. We may charge extra if you have a lengthy form or complex requirements.
Next Steps
Send your existing form to [email protected] stating when you’d like to go live.Or, book a meeting with me here to discuss further.
