September 07, 2018Digital Onboarding: The Why and the How

digital onboarding across industries
Businesses across industries are transitioning to digital, whether in their customer services, their internal processes, or how they onboard new clients. And when it comes to onboarding new clients, this is one of the best places to start for companies who are looking to go digital. If a business wants to improve its overall customer experience, it only makes sense to start, well, with the start, also known as the first point of contact between a customer and a company.


Why is digital onboarding an asset for companies?


You engage with clients where they are


Clients are put off by not getting to choose how they interact with a company. Today, customers automatically assume that a company will engage them where they are, and at any time they want. Companies that are able to easily connect with clients on their preferred digital channels are going to have a big leg up.


You offer convenience from the very beginning


Giving your clients ease of use and efficiency should be on offer from the outset, as they act as incentives for clients to choose your business. Clients want—and expect—digital services and automation, without hiccups along the way. Ideally, they won’t even notice that they’re being onboarded, so they can truly focus on fulfilling their personal needs.


Time is money


Firms realize that potential customers aren’t going to wait months, because why would they? Clients can easily move on to the next company that can deliver on their needs in a timely manner, so don’t make them wait. Give them what they want and give it to them fast. In other words: provide them with a ready-to-go shopping experience.


How will a company benefit from digital onboarding?


Word gets around


Millennials are used to instant access to price comparisons, product information, and peer reviews. They do their research and will be put off by reviews of bad onboarding experiences. On the flipside, they’re very likely to engage with a company that has stellar onboarding reviews!


Your employees will love you more


If your employees aren’t getting stuck dealing with tedious and boring administrative tasks, that means they’ll instead be focusing on engaging with clients. Automation also means they’ll be able to sell products effortlessly and with fewer complications.


You'll save money for the long term


There’s something to the phrase, “Invest now and save later.” By spending money now to make your company competitive in the Digital Age, your setting it up for success and sustainability that will make the initial cost very worth it.


Learn how we can help bring your onboarding capabilities to the next level

Share on
Written byFrancisca StewartDigital Content Editor, Appway