1 Centralize
Consolidate your incoming paper and electronic documents, including customer intake forms, contracts, checks, credit card payments, non-disclosure agreements, and finance documents, into a single platform.
Digitize, Centralize & Optimize Your Customer Onboarding Process
With MetaSource’s customer onboarding automation solution, which is powered by our digital mailroom, you can simplify the way your organization collects, validates, and manages client information, processes payments, and, ultimately, onboards new clients.
Our solution has helped organizations accelerate the customer onboarding process by 60%. How? By eliminating 80% of the time and effort required to onboard customers and reducing data discrepancies.
2 Identify
Leverage our advanced recognition technologies to instantly classify documents without manual review and sorting.
3 Capture
Automatically extract and validate data from documents with high accuracy.
4 Resolve
Easily handle any document, data, or payment processing exceptions MetaSource identifies.
5 Synchronize
Update downstream systems in real time with the extracted and validated information.
6 Deliver
Digitally route documents for review – whether they need to go to legal, finance, or customer service – based on configurable business rules. With trusted software, you can even electronically deposit checks to further expedite payment processing.
7 Access
Maintain easy access to all documents in the onboarding process – from contracts to forms – and instantly view completed work.
The Benefits of Leveraging Customer Onboarding Tools for Efficient Client Management
With decades of experience in intelligent document processing (IDP) and, more specifically, digital mailroom automation, MetaSource successfully transforms the way organizations onboard new clients by helping them achieve a variety of benefits:
- Reduce time to revenue
- Streamline payment processing
- Enhance visibility
- Improve cost savings
- Elevate the customer experience
- Increase customer satisfaction
Your Guide to an Optimized Customer Onboarding Process
Is it time to upgrade your customer onboarding process? This guide will help you determine whether it is or not and provide the steps to take to get started.
What Organizations Are Automating Customer Onboarding?
MetaSource offers customer onboarding solutions for organizations in several industries, including but not limited to:
Succeed with MetaSource
At MetaSource, we have over 30 years of intelligent document processing experience and protecting your customer information has always been and will always be a top priority. That’s why our processes meet SOC 2 Type 2, HIPAA, GDPR, and PCI DSS requirements.
Our AI-powered customer onboarding tool automates data entry while also enhancing the entire onboarding experience, helping you achieve superior customer satisfaction. When you leverage a customer onboarding automation solution from MetaSource, you gain a flexible platform to accommodate growth and protect customer data.
Frequently Asked Questions About Our Client Onboarding Solutions
How does customer onboarding automation support customer retention?
Our client onboarding solution is designed to make your new clients’ first experience as smooth as possible, which is crucial for boosting customer retention. A positive initial onboarding experience is the key to long-term customer satisfaction.
Can MetaSource’s onboarding tools integrate with existing systems?
Yes, our customer onboarding tools are built to seamlessly integrate with your existing systems. This flexibility ensures that new users and new clients experience a cohesive onboarding experience that enhances your ability to provide outstanding customer service and support.
How secure is data during the customer onboarding process?
Data security is paramount at MetaSource. Our customer onboarding solutions comply with global standards, including SOC 2 Type 2, HIPAA, GDPR, and PCI DSS to ensure all your data – from personal information to payment details – is handled with the highest level of security throughout the onboarding process.
