Accelerate Client Onboarding and Elevate the Customer Experience with Docusign

Your clients deserve a simple, clear onboarding process that respects their time and returns fast value from your services. Unfortunately, that process is rarely as straightforward as clients desire. 

A typical client onboarding process involves too many mandatory steps and delays as individuals wait for repeated data and identity verification. 

While compliance with protocols like Know Your Customer and Anti-Money Laundering is necessary, the frustration, errors, and security risks that often come with traditional onboarding are avoidable. Rather than requiring organizations and new clients to fill out duplicate information across different forms, a modern onboarding workflow will put customers back in control.

In fact, a new report by Deloitte and Docusign revealed that 82% of respondents said that modern agreement management helped them achieve their customer experience goals. 

Our solution to balancing compliance requirements with customer experience: Docusign IAM for CX, an application that streamlines the entire agreement process from a customer-centric perspective to maximize customer reach and drive faster conversions.

Intelligent Agreement Management (IAM) is designed to connect and automate every step of the agreement process, helping ensure that your customers are onboarded swiftly.

Docusign IAM helps you:

• Standardize and automate onboarding documentation to give customers faster value

• Simplify compliance with Know Your Customer and Anti-Money Laundering regulations

• Dedicate more customer experience resources to product training and customer support

IAM for CX solves onboarding problems with real-time identity verification and a single Web Form. After a client verifies their identity by uploading a government-issued ID, they are sent an application form that is prepopulated with existing information. All they have to do is complete the rest of the form. Once the information is provided, Docusign can automatically generate an engagement letter for the customer to sign immediately.

Depending on your team’s needs, you can use Maestro to customize and automate the onboarding workflow, including logic that can adapt to different types of clients or information. When everything is done, Docusign can even automatically save your agreements in any third-party storage system your team uses.

Docusign has a long history of helping customer teams work faster. Internal research with existing customers shows that Docusign can reduce onboarding time by as much as 75%. Digitizing and automating standard new client forms can shorten onboarding from weeks to days.

If you want to see how your customer experience team can use IAM to make onboarding faster and easier, check out our guided tour of IAM for CX.