{"id":29038,"date":"2021-05-16T18:04:05","date_gmt":"2021-05-16T16:04:05","guid":{"rendered":"https:\/\/www.investglass.com\/?p=29038"},"modified":"2025-11-06T20:02:57","modified_gmt":"2025-11-06T19:02:57","slug":"como-digitalizar-com-eficiencia-seu-processo-de-integracao","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/pt\/how-to-efficiently-digitalize-your-onboarding-process\/","title":{"rendered":"Como digitalizar seu processo de integra\u00e7\u00e3o de forma eficiente?"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Todos os setores usam amplamente o termo \u201cIntegra\u00e7\u00e3o digital\u201d; no entanto, seu significado varia. Nos servi\u00e7os banc\u00e1rios e financeiros, a integra\u00e7\u00e3o digital significa a cria\u00e7\u00e3o de contas banc\u00e1rias ou registros semelhantes on-line. Com foco no CRM, o significado est\u00e1 pr\u00f3ximo de uma das empresas que usam o sistema de CRM e suas ferramentas de integra\u00e7\u00e3o. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Desde 2016, a FINMA permite a integra\u00e7\u00e3o de clientes de forma puramente digital. As solu\u00e7\u00f5es de verifica\u00e7\u00e3o de identidade tornaram o processo de integra\u00e7\u00e3o seguro e a identidade do cliente verific\u00e1vel por meio da tecnologia de aprendizado de m\u00e1quina.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"geodir-embed-container\"><iframe loading=\"lazy\" title=\"O que \u00e9 digitaliza\u00e7\u00e3o de documentos?\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/n6F4L46AfBI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/pt\/integracao-digital\/\"   title=\"Integra\u00e7\u00e3o digital\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"116\">Integra\u00e7\u00e3o digital<\/a> em uma vis\u00e3o de m\u00e9dio e longo prazo, ultrapassar\u00e1 os formul\u00e1rios em papel e a coleta tradicional de dados KYC. Essa digitaliza\u00e7\u00e3o permite a redu\u00e7\u00e3o da for\u00e7a de trabalho e dos custos para empresas e companhias, especialmente no setor banc\u00e1rio e nos fluxos de trabalho de abertura de contas banc\u00e1rias. Uma vez integrados, os clientes s\u00e3o facilmente gerenci\u00e1veis e se tornam usu\u00e1rios da interface de CRM. Podemos compartilhar o fornecimento de um portal do cliente, a corre\u00e7\u00e3o de KYC ou as necessidades suplementares de integra\u00e7\u00e3o, como o upload de arquivos (ID, comprovante de endere\u00e7o, etc.) por meio da plataforma.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Usando o CRM, os funcion\u00e1rios podem personalizar a solu\u00e7\u00e3o de integra\u00e7\u00e3o e influenciar a jornada de integra\u00e7\u00e3o. A integra\u00e7\u00e3o de funcion\u00e1rios tamb\u00e9m pode aprimorar os recursos da empresa, permitindo a flexibilidade da equipe de recursos humanos com gerenciamento eficiente de talentos nas contrata\u00e7\u00f5es.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-digital-onboarding-financial-services-with-investglass\">Integra\u00e7\u00e3o Digital - Servi\u00e7os Financeiros com InvestGlass<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Na InvestGlass, fornecemos uma solu\u00e7\u00e3o CRM completa que inclui um processo de integra\u00e7\u00e3o completo. Nossos clientes podem escolher entre a integra\u00e7\u00e3o totalmente digital, a integra\u00e7\u00e3o totalmente em papel ou uma combina\u00e7\u00e3o de ambas, mesmo que a perman\u00eancia no papel aumente a carga de trabalho manual. A integra\u00e7\u00e3o digital pode ser dividida em tr\u00eas etapas principais. Primeiro, o cliente precisa preencher um formul\u00e1rio ou v\u00e1rios formul\u00e1rios para inserir suas informa\u00e7\u00f5es corretamente na m\u00e1quina. Segundo, o lan\u00e7amento de processos de aprova\u00e7\u00e3o e verifica\u00e7\u00f5es de ID. Por fim, a corre\u00e7\u00e3o de KYC pode ter de ser realizada em um est\u00e1gio posterior.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">O convite para a coleta de dados pode assumir v\u00e1rias formas, dependendo da experi\u00eancia desejada do usu\u00e1rio. <a href=\"https:\/\/www.investglass.com\/pt\/coisas-que-voce-deve-saber-antes-de-iniciar-seu-banco-digital\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"447\">Os bancos precisam se digitalizar<\/a> seus formul\u00e1rios de integra\u00e7\u00e3o que podem ser enviados a clientes em potencial espec\u00edficos. Voc\u00ea pode enviar esses formul\u00e1rios por e-mail ou incorporar formul\u00e1rios de assinatura simples em seu site. Dependendo da pol\u00edtica de privacidade da organiza\u00e7\u00e3o, os clientes potenciais podem j\u00e1 ter acesso a um portal do cliente e, nesse caso, os formul\u00e1rios podem ser compartilhados diretamente pelo portal. Os clientes potenciais simplesmente preenchem as informa\u00e7\u00f5es e os arquivos necess\u00e1rios por meio dos formul\u00e1rios e voc\u00ea recebe uma notifica\u00e7\u00e3o quando o trabalho deles \u00e9 conclu\u00eddo.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"705\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-1024x705.png\" alt=\"\" class=\"wp-image-32243\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-1024x705.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-300x207.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-768x529.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass-1536x1058.png 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/campaign-investglass.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Ferramenta de campanha da InvestGlass criada para remedia\u00e7\u00f5es KYC e integra\u00e7\u00e3o digital<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">A integra\u00e7\u00e3o digital tem como objetivo simplificar a ado\u00e7\u00e3o de clientes e consumidores, decidindo se o cliente em potencial deve ser aceito ou rejeitado. As empresas tamb\u00e9m querem verificar a identidade dos clientes potenciais e verificar seus nomes nas listas de AML e de advert\u00eancia. Para verificar os indiv\u00edduos e as pessoas que preenchem os formul\u00e1rios, voc\u00ea pode usar uma variedade de parceiros, desde verifica\u00e7\u00f5es de AML at\u00e9 verifica\u00e7\u00e3o de ID por reconhecimento facial. \u00c9 poss\u00edvel automatizar essas verifica\u00e7\u00f5es ou inici\u00e1-las manualmente, dependendo de suas necessidades. Quando um cliente em potencial estiver em uma categoria, por exemplo, baixo risco, m\u00e9dio risco ou indiv\u00edduo PEP, voc\u00ea poder\u00e1 iniciar (automaticamente ou n\u00e3o) uma verifica\u00e7\u00e3o de risco. <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/pt\/ferramentas-de-vendas\/\" target=\"_blank\" rel=\"noopener\" title=\"processo de aprova\u00e7\u00e3o\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"734\">processo de aprova\u00e7\u00e3o<\/a>. Os processos de aprova\u00e7\u00e3o permitem aceitar ou rejeitar clientes potenciais, dependendo de suas respostas, n\u00edvel de risco e assim por diante. Voc\u00ea define as regras do jogo.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Depois que um cliente potencial for aceito, voc\u00ea poder\u00e1 criar um acesso ao portal do cliente, iniciar a comunica\u00e7\u00e3o, compartilhar documentos, criar propostas de investimento e usar todos os recursos e produtos da solu\u00e7\u00e3o para criar relacionamentos s\u00f3lidos e duradouros. Mais importante ainda, voc\u00ea pode criar marketing <a href=\"https:\/\/www.investglass.com\/pt\/automacao-robotica-de-processos-rpa-como-ela-pode-transformar-sua-empresa\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"271\">automatizar e desenvolver facilmente processos de corre\u00e7\u00e3o de KYC<\/a>. Por exemplo, talvez voc\u00ea queira definir uma verifica\u00e7\u00e3o de corre\u00e7\u00e3o de KYC se um usu\u00e1rio mudar de endere\u00e7o, nacionalidade ou estado civil. A corre\u00e7\u00e3o de KYC representa a verifica\u00e7\u00e3o das informa\u00e7\u00f5es dos clientes. Normalmente, ela \u00e9 feita em tempo h\u00e1bil ou em eventos especiais. Com a InvestGlass, voc\u00ea pode notificar a corre\u00e7\u00e3o em qualquer dispositivo e compartilhar formul\u00e1rios de corre\u00e7\u00e3o por e-mail ou pelo portal do cliente. Obviamente, as formas tradicionais, como liga\u00e7\u00f5es telef\u00f4nicas ou reuni\u00f5es presenciais, ainda s\u00e3o poss\u00edveis, mas queremos nos tornar digitais!<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye-1024x683.jpg\" alt=\"Pessoa caminhando segurando uma bolsa de couro marrom\" class=\"wp-image-29040\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-do-not-forget-the-client-is-human\">N\u00e3o se esque\u00e7a de que o cliente \u00e9 humano!<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Vamos nos concentrar em truques e dicas para a integra\u00e7\u00e3o de clientes em potencial. Se voc\u00ea \u00e9 um <a href=\"https:\/\/www.investglass.com\/pt\/principais-desafios-da-adocao-de-ia-no-setor-bancario-e-como-supera-los\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2273\">banco desafiador<\/a> ou uma j\u00e1 estabelecida, elas podem despertar seu interesse.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A organiza\u00e7\u00e3o \u00e9 tudo. Ao configurar seus formul\u00e1rios e o processo de integra\u00e7\u00e3o, certifique-se de que o fluxo de trabalho e cada etapa estejam claros e completos.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Mantenha-se simples e r\u00e1pido. Voc\u00ea n\u00e3o deve pedir a um cliente potencial que preencha um formul\u00e1rio por mais de 10 minutos.<br>Distribua a integra\u00e7\u00e3o. Para manter o envolvimento de seu cliente potencial, distribua seu processo em v\u00e1rias etapas ou est\u00e1gios.<br>Defina expectativas e metas claras. Isso o ajudar\u00e1 a avaliar as m\u00e9tricas e a qualidade da integra\u00e7\u00e3o. Assim, voc\u00ea poder\u00e1 maximizar a aquisi\u00e7\u00e3o de clientes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Obtenha feedback regularmente. Permita o feedback de seus clientes potenciais e clientes para aprimorar seus fluxos de trabalho. Adote a integra\u00e7\u00e3o digital e espere um aumento de 80% em suas taxas de reten\u00e7\u00e3o! No entanto, monitore de perto seu processo, pois 60% dos clientes abandonaram a integra\u00e7\u00e3o digital no ano passado por v\u00e1rios motivos, como complexidade, dura\u00e7\u00e3o etc.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/pt\/comece-a-usar-gratuitamente\/\">Vamos come\u00e7ar com seu teste gratuito da InvestGlass<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>All sectors widely use the term &#8220;Digital onboarding&#8221;; however, its meaning varies. In banking and financial services, digital onboarding means the creation of banking accounts or similar records online. Focusing on CRM, the meaning is close to one of the businesses using the CRM system and its onboarding tools. Since 2016, FINMA has enabled customer [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":29040,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[45],"class_list":["post-29038","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-digital-onboarding"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v27.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Efficiently Digitalize your Onboarding Process? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Learn how to digitalize your onboarding process to reduce manual work, improve compliance, and deliver a seamless client experience.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/pt\/como-digitalizar-com-eficiencia-seu-processo-de-integracao\/\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Efficiently Digitalize your Onboarding Process?\" \/>\n<meta property=\"og:description\" content=\"All sectors widely use the term &quot;Digital onboarding&quot;; however, its meaning varies. In banking and financial services, digital onboarding means the\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/pt\/como-digitalizar-com-eficiencia-seu-processo-de-integracao\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2021-05-16T16:04:05+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-06T19:02:57+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/6dw3xyqvcye.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1067\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. tempo de leitura\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutos\" \/>\n<meta property=\"og:video\" content=\"https:\/\/www.youtube.com\/embed\/n6F4L46AfBI\" \/>\n<meta property=\"og:video:type\" content=\"text\/html\" \/>\n<meta property=\"og:video:duration\" content=\"2125\" \/>\n<meta property=\"og:video:width\" content=\"480\" \/>\n<meta property=\"og:video:height\" content=\"270\" \/>\n<meta property=\"ya:ovs:adult\" content=\"false\" \/>\n<meta property=\"ya:ovs:upload_date\" content=\"2021-05-16T16:04:05+00:00\" \/>\n<meta property=\"ya:ovs:allow_embed\" content=\"true\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Como digitalizar seu processo de integra\u00e7\u00e3o de forma eficiente? | InvestGlass","description":"Saiba como digitalizar seu processo de integra\u00e7\u00e3o para reduzir o trabalho manual, melhorar a conformidade e proporcionar uma experi\u00eancia perfeita ao cliente.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/pt\/como-digitalizar-com-eficiencia-seu-processo-de-integracao\/","og_locale":"pt_BR","og_type":"article","og_title":"How to Efficiently Digitalize your Onboarding Process?","og_description":"All sectors widely use the term \"Digital onboarding\"; however, its meaning varies. 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