HighGear’s configurable templates make it easy to rapidly deploy and securely manage work at scale.

Client Onboarding Template Overview

What is the cost of managing through spreadsheets, email, and subpar legacy applications?

Does your company encounter these challenges?

  • Inability to keep track of high volumes of client onboarding processes
  • Difficulty collaborating across departments
  • Lost efficiency due to manual, time consuming tasks
  • Poor timeliness in engaging clients
  • Difficulty meeting compliance and regulations

Business costs of these pain points include:

  • Longer time-to-value duration
  • Impaired ability to grow client capacity
  • Low client satisfaction level, poor company image
  • Poor decision-making
  • Organizational friction

How HighGear’s Client Onboarding Template Will Help You 

End to End Process Automation

Rapidly deploy and securely manage end to end processes.

  • Manage Cross-department Work Activities, Reviews, and Approvals
  • Full traceability
  • Create workflows and forms using no-code design tools
  • Automatic Notifications, Alerts & Escalations
  • Integrate with Enterprise Business Applications (ERP, CRM, RPA, HRIS

Operational Excellence

Increase efficiency across your organization.

  • Reduce client onboarding cycle times
  • Engage clients with better ease of time
  • Automate manual activities such as new task assignments
  • Information is organized, easily accessible, and available when needed.
  • Achieve SLAs

Status Tracking and Reporting

Easily manage client onboarding processes. Track status and report KPIs across all clients.

  • Real-time project and task visibility
  • Automatic report distribution
  • Escalations and alerts
  • Effective activity prioritization & delegation
  • Work-oriented team chat & collaboration

Audit and Compliance

HighGear provides a non-repudiated record of compliance.

  • Every change from individual work history to system wide configurations is recorded
  • Full audit trail
  • Detailed activity logs
  • Decrease audit time and expense
  • Successful audit outcomes achieved

HighGear’s No-Code Workflow Platform

Enables Management of Any Process

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