In the Customer age , enterprises who do not adapt to digital technologies for transforming customer centric processes loose out in the game. Mobility is becoming pervasive and customer onboarding is the critical first step of your relationship with your customer. Digital experience while onboarding has the dual advantage of delivering competitive edge and enabling a quicker start of the relationship.

1. Mobile mind Shift: Tab based customer
onboarding for competitive edge
Santosh Raj Satyam
onboarding for competitive edge
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2. Key Drivers to Onboarding
Regulatory Compliance Adherence – National Security
Reduction in COCA
Faster Activation – Turn Around Time
Data Accuracy – Zero Penalties
Paper Intensive Process leading to poor Customer Experience
Data Accuracy – Zero Penalties
Customer Acquisition at his Doorstep
Elimination of Physical CAFy
Fraud, Risk and De-Duplication
Location/GPS based Address Verification
Retail Agent Commissions and Productivity
SIM Tracking and Physical Form Tracking
Mobile Device Management and Tracking
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Faster time to revenue realization
Mobile Device Management and Tracking

3. The Industry Perspective
Higher Value Transactions require solution that target an Intermediary
Lower Value transactions require an application that serves the customer directly
No Reliable Customer Information is still a challenge
Varied Product Catalogues and Varied Business Lines
Increased Record Keeping Tenure apart from Authenticity
No Reliable Customer Information is still a challenge
Regulations require additional information
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4. MOBILE – Mind Shift
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5. Best Practices from the Industry
Move away from Paper – Create E-form rich Applications
Go the Mobile Way
Create Customer Application Form PDF on the Fly
E-Signatures of the Customer
Client Centric Onboarding Enhance Customer Experience
Scan from Barcode/QR Code for Critical Information – Eliminate Data Entry
BPM Workflows for Data Verification and Validation
Client Centric Onboarding – Enhance Customer Experience
BPM Workflows for Data Verification and Validation
Face Recognition and Biometric Capture and Validation
Enhanced Data Quality to downstream applicationsEnhanced Data Quality to downstream applications
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6. The Mobile or Tablet Application
Features to Look out for
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7. The Benefit Statement
Compliance to three tiered KYC regulations
A t t d f d tAutomated process of document
verification affirms the veracity by
checking credentials of every subscriber
Provides electronic document storage
Facility with access rights and version
Control for legal and regulatory departments, thereby ensuring
adherence to statutory complianceadherence to statutory compliance
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8. The Benefit Statement
Greater convenience to customers due to
Tablet device and document capture
Profile specific up-sell and cross-sell
Opportunities based on single view of the customer to enhance
customer loyalty and retention
Electronic document capture through
Tablet app. Reduced expenditure on resources such as physicalpp p p y
storage, maintenance and manpower
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9. Final Word
Customer Onboarding should drive the Sales strategy
K i ti ti b t l d d l ith thKnow your service activation obstacles and deal with them
Data Quality starts at onboarding and drives your business
Automate the e2e Onboarding Process
Understand your key competitive differentiator – Faster Account
OpeningOpening
Improve your time to market
Measure every step of Onboarding for enhanced resultsMeasure every step of Onboarding for enhanced results
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10. Intense Technologies Limited
Secunderabad Noida Mumbai Bangalore
INDIA
Intense Technologies Limited
Secunderabad
A1, Vikrampuri
Secunderabad - 500 009. AP, INDIA
Tel: +91-40-44558585/27849019/27844551
Fax: +91-40-27819040
e-mail: info@intense.in
Noida
A-1/E, Sector - 16
Noida - 201301
Uttar Pradesh
Tel: +91-120- 4743900 to 10
e-mail: sales.delhi@intense.in
Mumbai
101, Vaishnav Apt, Dr.Charat Singh Colony
Nr. Solitare Corporate Park, Chakala, Andheri (E)
Mumbai - 400 093.
Tel: +91-22-32419713/32064648/28253400
e-mail: sales.mumbai@intense.in
Bangalore
103, Krishna Chambers,
20/21, Konena Agrahara, 5th Cross,
Airport Road, Bangalore - 560017
Tel: +91-80-324 91083/30588333/9741922511
e-mail: sales.bangalore@intense.in
10481 NW 36 Street,
Miami FL 33178 USA
Tel: +1 954 545 2037, GSM: +1 305 509 1250
e-mail: jaime.diamand@in10stech.com
UNITED STATES OF AMERICA
9, Temasek Boulevard # 19-05
Suntec Tower 2
Singapore 038989
Tel: +65-8288-1859
SINGAPORE
P.O.Box 88174,
Dubai
Tel: +971-4-2653202 / 56-6499568
e-mail: info@intense.in
UNITED ARAB EMIRATES
About Intense Technologies
Intense Technologies is an enterprise software products company offering productized solutions across customer communications management, content management and information
management domains. Intense's solutions are backed by strong domain expertise and best practices drawn from client engagements across Telecom, Banking, Insurance and
Manufacturing verticals.
© Intense Technologies limited 2014-15
Intense’s solutions deliver compelling ROI to enterprises by way of rich customer experiences, improved operational efficiencies and reduced costs across customer-facing business
functions. Our solutions are architected to give agility to business processes and provide a sustainable competitive advantage.
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