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