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Turn Customer Onboarding Into Your Competitive Advantage

A better customer experience starts with streamlined onboarding.
Overview
Overview

Optimize Customer Onboarding From One Platform

Customer onboarding is crucial to ensuring long-term customer satisfaction, which directly impacts renewal rates and your bottom-line. Kofax can accelerate the onboarding journey for customers in any industry. Digitize your workflows and cut latency between touchpoints along your entire customer journey so your customers are happier and you can operate more efficiently.

Professional young businesspeople using tablet computer smiling in office
Accelerate data collection and processing

Accelerate data collection and processing

Allow documents to be submitted, reviewed, exchanged, approved or signed—using the channels and formats your customers prefer.

Connect enterprise systems and streamline incoming data

Connect enterprise systems and streamline incoming data

Automate system-to-system interactions that are required during a customer journey.

Visualize and manage every touch point

Manage every touchpoint

Streamline the flow of a customer journey, handle exceptions, interruptions and external events quickly and efficiently.

Benefits
Benefits

Drive a Happier and More Efficient Onboarding Experience

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Speed to completion

Automate time-consuming tasks within minutes rather than days—improving customer satisfaction.

Real-time visibility

Enable a 360-degree view of your customer onboarding journey and manage every step to ensure completion.

Improved accuracy

Eliminate errors across document processing and customer data entry in your CRM, ERP and core systems.

Operational efficiency

Provide employees with timely access to the information they need to get their work done quickly and efficiently.

Capabilities
Capabilities

Kofax Delivers World-Class Onboarding Automation

Organizations that work like tomorrow use Kofax intelligent automation to transform onboarding processes and deliver a superior customer experience. 

Artificial Intelligence

With embedded AI such as natural language processing (NLP), machine language and low-code development capabilities, Kofax makes it easy to streamline document processing.

Process Orchestration

With a set of low-code and no-code development capabilities, business users and citizen developers can design, build and run digital workflows easier and smarter.

Robotic Process Automation

Kofax RPA makes task automation happen by streamlining system integration and automating time-consuming manual tasks—delivering end-to-end automation better than any other solution.

E-Signature

Digitize paper-based processes with electronic signatures, customizable branding options and integration into your customer facing applications.

Customer Communications

Kofax automates and streamlines how you produce and manage personalized correspondence, so you can engage with customers the way they prefer.

Case Studies
Case Studies

What's Your Tomorrow?

South African Bank
We have built our success on being there for our customers at every stage in their financial journey, and investing in innovative services like the mobile onboarding app help us to continue delivering experiences that improve people’s lives.
Spokesperson
South African Bank
Safe-Guard
With Kofax solutions underpinning our mobile app, we can put new capabilities directly into our customers’ hands and help them access the services they need anytime and anywhere—boosting satisfaction and loyalty.
Vice President of Operations
Safe-Guard
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Ready to get started?

Whether you need to digitally transform a simple task or an end-to-end process, we can help you do it.