Onboarding new clients doesn’t have to be an administratively intensive task. While most companies make use of print outs, signed documents, scanning and passing on information manually, there is an easier way, thanks to the revolutionary, digital Intelli-forms from pbVerify.
These are only a few of the benefits of pbVerify Intelli-forms:
* Digitise the process – What happens to new clients if the client service agent is sick, his or her laptop gets stolen or the paperwork disappears? Manage these risks by digitising the onboarding process with pbVerify Intelli-forms.
* Eradicate errors – When a number of people work together in order to make a manual, paper-based workflow run smoothly, there’s a lot of room for error. pbVerify Intelli-forms will help you eradicate errors and increase process efficiencies by automatically populating forms from limited information entered.
* Fully customisable – Every business is unique and only you will know exactly what information you need in order to kick-start the on-boarding process. pbVerify Intelli-forms are fully customisable and everything from database entries to specific Terms and Conditions can be determined by you.
* Verify information automatically – When a new client gives you an ID number or business information, this information needs to be checked by your staff. With pbVerify Intelli-forms, all the client has to do is enter their relevant information and pbVerify Intelli-forms will take care of the rest. Information such as the last known address and telephone numbers are obtained and populated automatically and business information is verified with CIPC and auto-populated in the form.
Sound too good to be true? It isn’t.
CoSign is the most widely used digital signature solution in the world. Whether you’re in a security-minded industry or you’re simply looking for a way to increase efficiencies, digital signatures can work for you.
What makes CoSign so effective is the fact that it adapts to your existing processes, governance policies and SOPs, instead of forcing you to adopt rigid workflows. The digital signatures are integrated into the document/content management or workflow automation system of your choice, including SharePoint, OpenText, Oracle, Alfresco, Nintex, K2 and many more.
When you transition to digital signatures, you can rest assured that your documents are always kept within your company’s domain without you ever having to save it on a third party server. Minimising business risk and improving efficiencies starts with implementing technology that can truly change the way you do business.