Client onboarding

Secure and elegant client onboarding

Design and deploy end-to-end onboarding workflows

Reduce ‘time to revenue’ from new prospects

Make a great first impression

Never ask prospects for sensitive information via email

mydocsafe customer portals

Automate client onboarding processes

  • Design bespoke onboarding workflows for every client type or service.
  • Combine form filling, file upload, AML checks, contract signing and payment collection in one seamless process.

Superior client experience

  • Make a great first impression: send a beautiful email with a single secure link to the sign-up process.
  • Give every customer a free portal with their copies of all signed documents.
  • Show off your brand. Keep your brand presence in a private DocSafe of your client even after the engagement ends.
  • Signing up fast is a new source of competitive advantage. Taking too long to onboard clients can cause them to go elsewhere. Speed, accuracy and data security are therefore new ways to improve customer experience and loyalty.
mydocsafe customer portals

Grow your revenue faster

  • Signup new customers in minutes rather than days
  • Improve data quality provided by prospects
  • Reduce deal abort risk
  • Cut costs with real-time AML/KYC checks that work in 132 countries

And more…

A sub title for more client onboarding features

Electronic forms to manage client queries and secure data input

Templates to design your own bespoke contracts

Workflow orchestration engine allowing you to build a flow from your own elements (such as forms, contracts, direct debit mandates, ID checks) into your bespoke onboarding experience.

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