Onboard new customers

Effortlessly onboard new customers with personalized messaging, creating an engaging experience from the start.

Be there on their channels of choice

No matter where your customers are, no matter which channels they prefer, you can be there for them in the important moments of their lives.

Retail

Customer support

The pain points:

  • Complex or confusing steps can cause potential customers to abandon the onboarding process altogether.
  • Manual onboarding processes require significant staff time and resources.
  • A negative onboarding experience can create a lasting negative impression of your brand.
  • Sharing sensitive financial information online can make customers anxious, especially if the onboarding process seems insecure.

How onboarding new customers on messaging channels helps?

  • Messaging apps provide a direct channel to guide new customers through the onboarding process, offering clear instructions and helpful information.
  • Sending tailored onboarding messages to individual customers’ needs and preferences creates a more engaging and welcoming experience.
  • Automating key onboarding tasks like identity verification, account setup, and document submission speeds up the process.  
  • Instant support and answering questions through messaging apps ensures a smooth and positive onboarding journey.

The business benefit of onboarding new customers on messaging channels:

  • Improved customer satisfaction: Personalized and efficient onboarding creates a positive first impression and fosters long-term customer loyalty.
  • Reduced operational costs: Automation minimizes manual effort and frees up staff for higher-value tasks.
  • Increased customer acquisition: Streamlined onboarding leads to higher conversion rates and reduced customer churn.