Digital Client Onboarding & Customer Analysis

Digital Client Onboarding

Turn digital customer experience into an opportunity: Technological developments enable you to seamlessly provide your customers with a digital onboarding process, all online and with no paper-based entries or processing time delays.

Are you asking yourself

How can you transform your paper-based onboarding process to a digital solution with confidence?
Do you need to build a business case for a digital onboarding solution?
Do your customers need a faster way to get access to your services?
Do you want to build a customer-centric process to ensure onboarding is fast and hassle-free?

What you will get from us:

Customer touchpoint analysis
Customer centric «to-be» processes
User personas, customer journey maps, experience design maps
Implementation roadmap
Best fit solution/product list

Our Approach

Analysis

Current state analysis of the «as-is» customer onboarding journeys.
Solution Identification

Identify digital solutions and build implementation roadmap.
Implementation Support

Assist in implementation to secure a successful outcome.
Training

Provide training to ensure your team is accustomed in managing digital onboarding with prospects and clients.

Get inspired by our latest insights

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The traditional approach to attract and retain customers continues to underperform modern proceedings. Insurers have to adopt a digital ecosystem to stay competitive.

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Synpulse and PwC Fintech Leader take Honours at Asian Private Banker Awards

Synpulse has again taken the crown as Best Integration Advisor at the Asian Private Banker Technology Awards for 2018 – the fourth year running for the financial sector consultancy. Meanwhile, PwC’s Henri Arslanian was named Fintech Changemaker of the […]