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

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