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Best Practices: Customer Onboarding

Description: Take customer onboarding . . . please. Customer onboarding lags behind other business processes in both the quality of customer experience and costs. The poor state of customer onboarding results in customers abandoning the application process, loss of customers, regulatory fines, and damage to the corporate brand. Best practices have addressed these issues through improved transaction management with enterprise content management (ECM) technologies, the use of rich Internet applications, adoption of e-signatures, better distributed capture, and a transition to a client-centric onboarding strategy.

Publisher: Adobe