Xerox Workflow Automation Solution for New Client Onboarding

Deliver a great customer experience from the very beginning when you simplify and shorten the onboarding process. This includes capturing, validating and collating customer data and documents from different sources, offering easy access to these documents, generating reports and dashboards, and reducing manual and repetitive tasks.    

The Xerox Workflow Automation Solution for New Client Onboarding makes it easy to capture client identification documents and create audit trails to help with compliance. The solution even sends up red flags for missing information, and then routes a file for action or review only when the required pieces are in place. 

It provides an integrated view for monitoring and analysis, which enables banks to engage in dialogues with customers that lead to more business opportunities. 

Workflow Automation for New Client Onboarding can help you:

  • Increase processing capacity and consistency.
  • Streamline the process of creating new business, and working with new clients.
  • Significantly reduce the time spent manually compiling and managing client documents.
  • Quickly find and use client information, irrespective of the source.
  • Increase customer satisfaction to build retention due to process efficiency.
  • Enable mobile access to relevant customer data wherever and whenever needed.
  • Ensure secure storage and retrieval of client content.

Learn More

View the New Client Onboarding brochure (PDF, 483 KB)

Learn more about Workflow Automation ›


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