Uses Cases
New Customer Onboarding

New Customer Onboarding

With OutSystems, you can improve digital onboarding journeys and increase customer conversion rates while decreasing customer acquisition costs.

digital-customer-onboarding-hero

Attract and retain customers with fast, easy, and convenient digital onboarding journeys

Traditional onboarding processes that rely on paper forms and manual tasks result in friction and customer abandonment. Customers now expect intuitive digital journeys that can be completed with as few steps as possible, wherever and whenever they want.

Customer acquisition made simple

Customers can access the tools they need when and how they need them. Key integrations make data collection and information processing simple and accurate. Zero friction, zero delays.

How OutSystems helps you build Digital Onboarding journeys

Shorten the onboarding journey

Create intuitive experiences with beautiful UX templates, leverage innovative technologies such as facial recognition and OCR to simplify data entry, and use customized pre-filled forms to avoid data repetition.

Learn how Galp reduced the time to onboard new customers to just 3 minutes.

reduce-onboarding-journey-time-figure

Make onboarding easy

Enable omnichannel capabilities so that your customers can start and finish their onboarding journey on their preferred channel without interruption. Build accessible apps and deploy any mobile app as a PWA - no installation required. Ensure 24/7 support with custom-built chatbots.

Learn how ANB has made loan origination three times faster and mortgage applications 64% faster.

make-onboarding-easy-figure

Let customers start using your services immediately

Connect internal systems and industry-specific third-party services to accelerate processes like identity or signature verification and build dedicated workflows for automation of sign-up approvals without human intervention.

Learn how Lucro made instant credit decisions possible with a streamlined onboarding journey.

let-customers-start-using-your-services-immediately-figure

Experience Systems: Delivering High-Quality Omnichannel CX

2020 pushed customer interactions online, making high quality digital CX critical for survival. But how can you overcome the complexity of developing multiple apps for multiple channels, with different technologies and teams? How can you innovate quickly and continuously? There’s a better way.

Why you should take a platform approach to Digital Customer Onboarding

Quickly create intuitive experiences for any touchpoint

bullet-point-grey-icon

Leverage your existing team to simplify app development for mobile, web, chat, voice, and AR/VR with a single platform.

bullet-point-grey-icon

Enhance dev productivity with reusable components across channels.

bullet-point-grey-icon

Ensure style consistency with an Experience System.

Build an efficient and scalable onboarding process

bullet-point-grey-icon

Automate complex processes with visual modeling to handle customer requests more efficiently.

bullet-point-grey-icon

Automate complex processes with visual modeling to handle customer requests more efficiently.

bullet-point-grey-icon

Scale with peace of mind that your customer data is secure.

Continuously improve your onboarding journeys

bullet-point-grey-icon

React quickly to changes in customer needs or new regulations without sacrificing quality or security with a fully customizable and extendable platform.

bullet-point-grey-icon

Build exactly what you need in the most cost-effective way.

New Customer Onboarding Resources

54%
higher
mortgage conversion rate

Yorkshire Building Society Drives Onboarding Growth with CX Program

By adopting the OutSystems platform, YBS Group has been able to provide consumer-friendly apps faster, including a new online mortgage calculator and a savings account application journey that have improved user experience and increased conversions.

4
months
to complete first app

Al Salam Bank Provides Financial Lifelines During COVID-19

Using OutSystems, the bank has completely overhauled its onboarding process, allowing new customers to set up their accounts in just minutes via a mobile app.

See how OutSystems can work for you