Reimagining the Customer Onboarding Experience with Intelligent Automation

The process of onboarding new customers is ripe for reform

McKinsey and Co estimates that customer dropout rates in applying for new products can be as high as 75% as they become frustrated with delays through slow compliance checking, manual handoffs, data errors and being asked for the same information over again. Money is left on the table and Net Promoter Scores fall because of the over-reliance on human intervention and legacy environments.

In this session you will learn how leading organizations are deploying intelligent automation at scale and speed to reimagine their customer onboarding without the need for systems or process change. From the start of a customer application process, you will see how they are driving up revenue and the customer experience through digital forms, data entry, compliance checking, credit scoring and product issuance.

Key Discussion Points Covered Include:

  • Embracing AI technology to improve CX and engagement for seamless frictionless experience
  • Know Your Customer – How AI technology is helping understand customers better
  • Rapidly onboard customers correctly to avoid penalties and fraud prevention
  • Achieving compliance – How Intelligent Automation can help achieve compliance quicker


Adrian Ewer, Head of FSI EMEA, Blue Prism
Lee Edwards, CEO, Smart Automation Services
Ian Barker, Partner Success Manager, Rainbird

Can't see this content? That's probably related to your cookie preferences. 

Or click on the link below to view it externally.

View this content on BrightTALK

The Latest From Blue Prism

Free the People

Becoming an agile enterprise means operating as a seamless mix of digital workers, human workers, and systems dynamically automating processes everywhere from the back office to the customer experience. You can do this with Blue Prism's intelligent digital workers that are versatile, autonomous, self-organizing, and secure. As a result, you gain better insight and control over the work, create new and transformative ways to operate, and empower people to focus on work that truly matters.

Get Started Free Trial

©2021 Blue Prism Limited. “Blue Prism”, the “Blue Prism” logo and Prism device are either trademarks or registered trademarks of Blue Prism Limited and its affiliates. All Rights Reserved.