Customer Onboarding
December 30, 2019 | By Jeremy Hogg
Why RPA is Taking Off Across Government (And Why That’s a Great Thing)
Robotic process automation (RPA) is a hot topic in the federal technology landscape. Many agencies know that fine-tuning operations and processes alone won’t lead to transformational change. That’s because optimization by itself is not enough. To shift employees to higher-value work, ultimately achieve greater efficiencies, eliminate backlogs, improve citizen services and increase responsiveness, agencies will need to leverage automation.
September 03, 2019 | By Kofax
Create Distinctive Customer Moments by Ensuring Trust in Onboarding
If you’ve ever applied for a mortgage, credit card or even a new savings account, you know how paper-intensive the process can be. Photo ID, tax returns, insurance forms and statements take a long time to compile and an even longer time to be processed by the financial institution. These initial and information-intensive interactions are vital early experiences that set the tone for what should be a long-lasting and mutually beneficial relationship between the customer and the financial institution.
August 13, 2019 | By Kofax
Stop Fraud From the Start: How and Why the Onboarding Process is the Key
Chances are good that you, or someone you know, has been a victim of fraud. In 2018, the U.S. Federal Trade Commission processed 1.4 million fraud reports totaling $1.48 billion in losses. Credit card fraud was most prevalent in identity theft cases — more than 167,000 people reported a fraudulent credit card account was opened with their information.
June 18, 2019 | By Dermot McCauley
Fill Onboarding ‘Potholes’ to Transform Customer Journeys
In an age of “click and get it done,” customers are conditioned to expect business interactions to be simple, speedy and convenient. Applying for a credit card, for example, should be as seamless as snapping and sharing a photo from a smartphone. But if a business asks you to send documents by fax, email or mail/post? That’s very frustrating. Proving identity shouldn’t be so tedious.
Top 3 Tips for Banks Navigating the Path to Digital
In part 3 of our series, we asked Jim Marous, top 5 Fintech influencer and publisher of Digital Banking Report and The Financial Brand, to share how the most innovative banks have broken down internal barriers and his top 3 tips for banks seeking to digitize their processes.
November 19, 2018 | By Brian Hettinger
AI + RPA Equals Smarter Onboarding for Insurers
Agents and advisors increasingly seek mobile document processing, digital client collaboration, and client self-service. Clients now demand greater choice and empowerment, with a digital-first omnichannel experience on their terms. Back- and middle-office operations personnel prioritize core system integration and flexible, automated and accurate compliance. And all of the above place process visibility high on their wish lists.