Customer onboarding

Get New Customers Up
and Running Quickly with
a Seamless Onboarding Process

A well-built customer onboarding software is necessary for a streamlined onboarding process.

In turn, a streamlined onboarding process is essential for reducing customer churn and ensuring a positive customer experience.

FinanSys Apps makes it easy to set up new customers for success with an onboarding process that’s tailored to their specific needs. 

With FinanSys Apps customer onboarding process, you can easily create and manage customer profiles, set credit limits for the customer and ensure a due diligence process is followed for each customer.

FinanSys Apps can help you perform  checks and controls before you create the customer to ensure legal compliance. 

Once the customer is created, FinanSys Apps can then automatically update your CRM, accounting system and any other systems in your organisation. 

With this, FinanSys Apps becomes a central point to manage the customers. The customer’s full data is stored in a secure database, and you can always be sure that the latest information about customers is available to your team in real time. 

FinanSys Apps also ensures the completeness of customer information because it lets you have mandatory fields for users who create a new customer. 

This eliminates the need to chase down missing customer information and speeds up the onboarding process so you can hit the ground running. 

Other Sales (O2C) Use Cases

If you have a unique requirement or use case that’s not listed on this page, it’s highly likely that it’s creatable or configurable in FinanSys Apps, please speak to our team and we’ll be happy to discuss your options