It can be challenging for many organizations to handle the account creation process for new program participants. There are often questions about the process, assistance required when creating the account, and support needed throughout the process. This can be difficult to handle manually, as it takes up staff’s time and there are often questions after the account has been created.
A digital solution can make this process much more efficient, by using personal engagement automation to allow account creators to receive any resources they need throughout the course of onboarding.
SimplyCast presents the New Account Onboarding use case, a complete solution designed to streamline the communication process for new account holders, and eliminate any confusion they might have.
Benefits of a Digital Solution
Automating the account onboarding process allows for easy account creation, relevant resources being shared, and an opportunity for feedback upon completion. This solution makes use of digital forms and other communication methods to improve the account onboarding process, and create a smoother procedure for everyone involved.
Reduces Manual Workload
When new accounts are being created, there are often a lot of questions and issues that need resolving. This can take up both the employee’s and account creator’s time, and often there are questions that are frequently asked coming up repeatedly. A digital solution will handle all of this information, and guide account holders through the creation process.
Throughout the onboarding process, resources such as frequently asked questions can be shared with the new account holder to help give them any key information they may need. These messages can be sent at certain points throughout the account creation process, to help ensure the information is received in a timely manner.
A feedback survey can be sent to participants once they have completed the account creation. This allows for any issues in the onboarding process to be solved, and can help improve the information provided to participants.
That’s the core of what it takes to create a new account onboarding system, and it’s only scratching the surface of what is possible when it comes to using digital technology to improve communication.
The SimplyCast platform is a no-code platform that allows anyone to build and edit their solution. As a result, this solution is fully customizable, it can be tweaked or altered to meet the exact needs of every institution.
Don’t worry about scalability and security! SimplyCast is an ISO 27001:2013-certified company with data centers in the USA and Canada. This means we can assure you that your confidential data is safe on our secure server and the messages you transmit are completely encrypted. Our platform has the capacity to send 100,000+ messages every hour and allows 10,000+ concurrent sessions. We can also acquire additional gateways and servers if you need them.
Most importantly, we have a 99.5% minimum uptime. With our solution, you can have peace of mind.
Don’t wait! Our experts are ready to give you a one-on-one demo to explain how this solution works.
Simply request a demo by clicking the button below and let us show you how our solution can help you manage your account creation process more efficiently.