Accelerate customer onboarding with low-code

Tie all systems together with a low-code app so that you provide a seamless onboarding experience for your customers.




Liberty Create

Accelerate customer onboarding

The typical customer onboarding process is plodding, manual, and inefficient. You need to capture data from the customer, process it, check it with third parties, and file it. You end up playing data ping-pong – extracting and porting data between Excel docs, CRMs, and external databases – and burning up valuable time while your customers sit there, irritated, twiddling their thumbs, with no idea where they are in the process.

Low-code lets you rethink this workflow. You can tie all of these systems together in an app so that data flows from A to B, securely and with no manual intervention.

Improve the flow of information

Low-code systems allow you to create an application layer that sits on top of your existing systems, stitching them together. This means information can move in and out of the business seamlessly and securely. You plan the most efficient workflow using an intuitive drag-and-drop interface.

Once live, the app will automatically trigger each step in this workflow using a rules-based engine. SMS or email alerts keep customers updated at key stages in the process e.g. ‘We’ve received your enquiry. You’ll receive a response in the next 2-3 days’.

The benefits

  • Reduce churn and improve CX by accelerating onboarding and keeping customers in the loop.
  • Drive efficiency and productivity by streamlining the entire onboarding process.
  • Eliminate time-consuming manual admin for your teams, freeing them up to deal with more important tasks.

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