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Customer Onboarding Reimagined

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© 2018 Appirio, Inc. cloud@appirio.com 888.680.7227 www.appirio.com APPIRIO FOR FINANCIAL SERVICES Customer Onboarding Reimagined A modern, streamlined onboarding experience your customers will love In a world where digitizing the customer experience is at the focal point of business processes, financial services institutions are struggling to keep pace and adhere to strict security policies. Today's customer onboarding process is often done manually, resulting in frustrated employees, frustrated customers, and lost business opportunities. Introducing Appirio's Customer Onboarding Experience Bolt — a modern take on the customer onboarding experience for financial services institutions. This flexible and fully customizable Lightning Bolt solution leverages built-in automation tools to expedite the onboarding process and intelligence to analyze customer responses while delivering precise product recommendations. This state-of-the-art solution guides customers through an immersive, trackable onboarding experience — increasing both customer and employee happiness, productivity, and engagement. Onboarding Roadmap and Timeline Provide users with a crystal clear view of the path to a successful onboarding experience and at-a- glance insights into where they are on the journey in real-time. Guided Workflows Enable users to navigate with comfort and ease as the solution leverages the latest in Salesforce Lightning Flow to guide them through each step of the onboarding experience. Automated Product Recommendations Give your users a break and let the solution do the work. Built-in, customizable logic automatically evaluates customer responses to produce intelligent product recommendations. Customer Journey Dashboard Track customers through each stage of the onboarding process to prioritize communication and outreach efforts, keeping customers engaged by providing them with a more personalized experience. Transform Customer Experience at the first interaction Offering a highly-personalized platform, this solution provides a clear and accurate picture of the entire onboarding journey and at-a-glance insights to effectively prioritize customer outreach and engagement efforts. This solution includes:

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