By providing a digital platform for forms, businesses can reduce the time and effort needed to complete and submit them. Additionally, digital onboarding can help to improve accuracy and compliance by ensuring that all required information is entered correctly. Finally, digital onboarding can provide a more user-friendly experience for customers, making it more likely that they will complete and submit the form. Overall, digital onboarding can provide significant benefits for businesses and their customers.

Digital onboarding for surveys is a great way to get feedback from customers without disturbing them. It’s a digital process that can be initiated through an email or text message. digital onboarding for surveys doesn’t require any face-to-face interaction: the process is very quick and easy, so customers are more likely to participate. With digital onboarding, businesses can collect valuable feedback without disrupting the customer’s day.

Digital onboarding is a process whereby new employees are given an overview of their roles and responsibilities via digital channels such as email, intranet, or an employee portal. It is designed to reduce the time and costs associated with traditional face-to-face inductions and can be especially useful for organizations with large or dispersed workforces. By making the onboarding process digital, organizations can ensure that new employees have all the information they need to hit the ground running from day one.
With InvestGlass, transform your digital onboarding operations and dramatically improve customer satisfaction

With InvestGlass, turn your paper into digital

Digital Onboarding has become crucial for customer services in recent years: build forms, online surveys, and more with InvestGlass. 

No programming is required to build onboarding forms. Onboarding, which is cumbersome and time-consuming, becomes quick and easy with InvestGlass. The customization of forms, surveys, and questionnaire design as well as the templates already available, convey an easy process in which efficiency is maximized for financial platforms. There are also survey solutions that offer you multiple survey templates. 

InvestGlass’ experience and wide range of customers have had a positive impact on the awareness of the need for a customizable offering. This functionality is a latent component in the onboarding process that allows you to customize your needs as you see fit. 

Onboarding can be done digitally only, manually only (handwritten), or a combination of both. Incorporated into the CRM, a few different, well-known digital signatures are available. 

Predefined digital intake forms

Digital integration helps you collect data from new prospects and existing customers. InvestGlass is made for everyone, from small businesses to big companies. Customize forms, ask tailored questions and use conditional logic to mimic any legal logic. You can also ask prospects to upload documents such as IDs, driver’s licenses, proof of residency, and company documents. The user experience is easy and you can even get a free trial.