5-Stage Process that Streamlines New Account Onboarding

5-Stage Process that Streamlines New Account Onboarding

onboarding communicationmarketing automationonboarding solutionclient engagement
New Account Onboarding

Managing new accounts can be a time-consuming and complicated process requiring staff to handle a wide variety of documents, information, and other resources. 

A digital solution can help by creating a streamlined and personalized communication process that minimizes the need for manual intervention. 

Introducing the New Account Onboarding use case, a complete solution that leverages engagement automation to simplify the onboarding process and reduce the time it takes to manage new accounts. 

The New Account Onboarding use case is intended to be used by organizations and government departments which utilize accounts or run programs wherein onboarding is necessary. 

The Process 

SimplyCast anticipated the need for organizations to utilize a streamlined process that reduces the amount of manual intervention needed for onboarding new accounts. To make this a reality, a five-stage process has been created: 

Administrators – Stage 1 

First, an administrator launches the new account and submits a form with the contact information of the new account holder. 

Account Holders – Stage 2 

A welcome message is automatically sent to the account holder and contains all the information that is most important at the very start of the onboarding process. 

Account Holders – Stage 3 

Later, additional resources are sent to the account holder automatically as they progress through onboarding. 

Account Holders – Stage 4 

Once an account has completed onboarding, the account holder is sent a survey asking them for feedback on the onboarding process. This creates an opportunity to improve it for future accounts. 

Administrators – Stage 5 

Finally, administrators are able to review the responses to the feedback survey and can easily make adjustments as necessary. 

Why SimplyCast? 

There you have it – a simple, straightforward process that uses automation to reduce the time it takes for staff to manage the onboarding of new accounts. 

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 New Account Onboarding solution more efficiently. 

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