Customers, Vendors and Employees
A versatile digital adoption platform for onboarding customers, vendors and employees.
DIGITAL CUSTOMER ONBOARDING
Transform website-forms and manual PDF applications into a digital customer onboarding system.
- Digitally onboard customers in minutes.
- Great user experience.
- Integrate with Digital KYC.
- Integrate with credit bureaux for automated vetting.
- Templates are linked to business rules to automatically generate contracts.
- Contracts are automatically sent for approvals and remote signing.
- Signed contracts and meta data are stored or transferred.
- Integrate with CRM/ ERP systems.
- Back office system for workflow and document management.
DIGITAL VENDOR ONBOARDING
Transform website-forms and PDF applications to a digital vendor onboarding system.
- Align to existing vendor onboarding processes.
- End-to-end digital onboarding journey.
- Avoid errors with electronic form validations.
- Contracts are automatically sent for approvals and remote digital signing.
- Store captured vendor data as meta data.
- Integrate with ERP for automated account creation.
- Manage vendor contract lifecycles.
DIGITAL EMPLOYEE ONBOARDING
Full lifecycle management of employee files.
- Digital job application forms.
- Secure digital document collection portal for ID's, certificates and bodies of proof.
- Automated contract generation.
- Sign and approve employment contracts from anywhere.
- Share and revoke access to employee documents.
- Employees and managers can upload additional documents into employee files, if and when permitted.
- Comprehensive audit logs on document and folder level.
- Security and access control at document and file level.