[ WE EVOLVE ] NA-AT Technologies is now NAAT.TECH
NA-AT Technologies is now NAAT.TECH
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In recent years, the onboarding process has gained importance in the financial sector as a strategy for contracting financial services and products remotely. How do financial companies use digital onboarding? Find out!
The capacity of onboarding lies in the response to the security requirements of the sector and the agility as a result. Prior to this boom, onboarding responds to the needs of areas such as human resources, for the hiring of new collaborators, administrative processes and for the subscription of new users.
We will discuss an onboarding plan that will help you analyze at what stage you can begin to implement an onboarding process as a strategy to drive growth for your business.
5 fundamental steps to create an onboarding plan
Digital transformation begins within the organization. And this happens when a traditional team is integrated with a digital one. But there must be a leader or representative for this powerful challenge.
Make sure you assign a representative who can focus on achieving the goal: digital customer onboarding. The profiles that appear for this task are: Director of Digital Transformation, Director of Innovation or Chief Information Officer.
Once the lead is assigned, the next step is to build a collaborative structure to implement, manage, and execute digital onboarding with the end customer.
Identify setbacks in the processes of contracting products and services of your business to establish objectives or intelligent goals. These are specific, relevant, can be measured and achieved within certain deadlines.
Among the objectives that those who lead the way in digital transformation through onboarding were able to achieve are:
The fundamental task of the leader in digital transformation is research. This contemplates the characteristics of the software, implementation, acquisition of tools to carry out the process and investment.
The profile that makes the decisions considers the reduction of costs to unify the processes that are carried out in a traditional way. The same software can simplify document validation in real time, validate identity with biometric data and store electronic records with the following biometric data:
According to your budget to invest in technology, time and capacity, carry out implementation tests. This will help you to measure in the short term, the results and adaptation of the onboarding process as a new strategy.
The result will be making the decision to expand your business nationally or internationally. Consider the provisions that you must comply with for face-to-face onboarding.
As an important note, Mexico seeks to implement the regulations from face-to-face onboarding to digital onboarding. Don't lose sight of the advances in Mexico to make the process a safe practice anywhere in the world.
We recommend you invest in comprehensive technology that allows you not only to carry out gradual implementations, but also to expand your strategy with the same software. Get more with less and with the quality that the current context demands.
Once the testing process meets your objectives or you have obtained the results in the expansion of your strategy in person or remotely, it is time to improve.
Consider the maintenance and constant improvements of this technology in the banking sector. You can think of:
Highlight the value of having software that includes real-time video conferencing or video recording for future consultations and that, in addition, offers you product-solutions to validate identity or sign the contract with your new client or partner.
Keep in touch with your client via email or WhatsApp. It can be to welcome you, share information about the process or to invite you to create a community on social networks and keep you up to date with your products and services.
Create tutorials for your clients to use remote digital onboarding.
Create loyalty strategies such as contracting digital accounts or benefits to make online purchases.
Promote the paperless culture in your company to reduce the use of paper in contracts. Add, in addition, the benefits in the reduction of time and expenses for transfer.
Start a new customer onboarding plan with NA-AT Remote Onboarding
As you can see, an onboarding plan can start at any stage:
Analyze if what you are looking for is to improve the digital onboarding process or take the first step; define who will be in charge of carrying out the project until the objectives are achieved.