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Accelerate Your Customer
Onboarding with Cloud Capture

Collect. Capture. Integrate. Distribute. Outperform.

You only get one chance to make a first impression, so why not make it count?

Customer onboarding is a critical factor in customer satisfaction. Unfortunately, many businesses aren’t putting their best foot forward. They’re relying on processes that are slow, complicated, repetitive, and error prone. This leads to delayed time-to-revenue or, worse, angry customers.

Not surprisingly, many potential high-value customers walk away frustrated before their onboarding is even complete. And where do they go? Your competitors.

Forward-thinking businesses know that onboarding needs to be a simple, fast process. Manually processing customer data is inefficient and wasteful. Staff lose hundreds of hours keying/double-keying data, shuffling paper, fixing errors, and chasing down missing information, especially when documents arrive via multiple delivery channels. This not only slows onboarding, it also takes your employees away from higher-value tasks that drive growth.

Challenges

Long cycle times

Manually collecting and routing customer data wastes hours, delays time-to-revenue and turns off prospects

High costs

Paying for increased labor to handle forms, customer calls and input data adds up over time

Poorly organized data

Issues with locating files wastes time and forces customers to resend info they’ve already provided

Limited visibility

When reps can’t efficiently access customer data, customer service falls behind.

Siloed information

Errors and delays are inevitable when systems aren’t connected and employees have to manually enter data

Automated Customer Onboarding - the ibml Solution

Speed ahead and take full control with ibml Cloud Capture (ICC)

Collect


Consolidate all onboarding documents onto a single platform, whether received via mail, email, fax, or web form. Then, provide a white-glove experience by flagging high-net-worth customers with automated classification and tagging.

Capture


Use AI technology to extract all information from any customer onboarding document and deliver it downstream faster. Machine learning even reduces the possibility of customer-facing manual keying errors.

Manage


Connect ICC seamlessly to your legacy systems to speed up workflows, no matter where your staff is located. If you don’t have a legacy system, leverage Microsoft SharePoint or Azure to create a unified cloud-native document management system, providing you instant access to archived content.

Integrate


Reduce information latency and manual keying errors with smart robotic process automation (RPA) that saves employee time and uploads content directly to your customer relationship management (CRM) system.

Adapt


Gain the flexibility needed to keep up with changing business demands. ICC’s cloud native architecture can scale to match your volume needs. Plus, ICC adapts to any growth and change in business with seamless business system integration.

ibml-as-a-service (iaaS)

Harness the Latest Technology
Without the Upfront Costs

Gain an unbeatable technological advantage while freeing up your cash flows. With the new ibml-as-a-service, you can utilize ibml’s cutting-edge capture technology on a pay-as-you-go basis by opting for fixed quarterly payments. With greater flexibility and freedom, you’ll be able to avoid high CAPEX costs, preserve cash for other core growth initiatives, and customize, scale and bundle your technology subscription to fit individual needs. Plus, your investment is 100% tax deductible and eligible for upgrades or new features at any time.

How the iaaS subscription process works:

Download the White Paper

The Ultimate Guide to Modernizing Customer Onboarding
with Cloud Capture Technology

DOWNLOAD WHITE PAPER