Many organizations face challenges with managing the onboarding of new accounts – many staff may need to be dedicated just to bringing on new account holders or program participants.
A digital solution can help by utilizing personalized engagement automation to send new account holders resources in a timely manner while pacing the flow of that information to avoid overwhelming new account holders.
Introducing the New Account Onboarding use case, a complete solution for streamlining onboarding communications when new accounts are brought on.
The solution makes use of an easy-to-start process, dynamic emails, and feedback surveys to improve the onboarding process for all new accounts.
SimplyCast anticipated the need for organizations to improve how they share onboarding information and documents with new accounts. When considering the amount of time spent by staff throughout the onboarding process, there are three main opportunities to leverage automation to save time and overcome such challenges.
Step 1 – Automatic Welcome
A welcome message can be sent automatically to new account holders, sharing the information and documents they’re most likely to need at the start of the process.
Step 2 – Share Resources
Additional resources can then be shared with new account holders over the course of the onboarding process. By using a communication drip to share such documents the risk of overwhelming new account holders with information can be minimized.
Step 3 – Gather Feedback
By sending a feedback survey to participants at the end of the onboarding process opportunities for improvement can easily be identified. Additionally, this offers a chance to find common questions that can become new resources.
With those three factors covered, the time staff spend onboarding new accounts can be greatly reduced.
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.