Onboarding

Compliant digital onboarding: come velocizzare la procedura

on February 9, 2021

Cosa significa oggi per un cliente affrontare un processo di onboarding? Spesso vuol dire trovarsi di fronte a un percorso tortuoso, discontinuo, composto magari di comunicazioni in parte digitali e in parte cartacee, con l’utente alle prese con l’invio di scansioni di documenti di identità, di download di file di varia natura, talvolta perfino con l’obbligo di inoltrare documenti via fax. I passaggi necessari si moltiplicano, rendendo difficile la vita dei clienti e anche all’azienda. Ma non deve per forza essere così: la soluzione dall’avviare una procedura di compliant digital onboarding attraverso ad un sistema contrattuale sicuro, agile ed intuitivo.

Reading time: 3 minutes, Photo by Mathew Schwartz on Unsplash

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traktiCompliant digital onboarding: come velocizzare la procedura

How to accelerate onboarding and reduce counter-party risk?

on February 8, 2021

Lots of companies still manage the supplier onboarding process manually, however expensive, time consuming and inaccurate it is. How to accelerate onboarding and reduce counter-party risk? What if you can easily handle it thanks to a single smart automated solution?

Trakti provides KYC and AML integration with trusted third party software to accelerate onboarding and reduce counter-party risk. Our end to end solution automate and simplify suppliers checking, tracking and auditing during the onboarding process. Our integration with trusted partners like W2, Spaziodati and Qii reduce your contract counter-party risk and effectively combat financial crime with compliance solutions.

Read the article to discover more.

Reading time: 4 minutes, Photo by Usman Yousaf on Unsplash

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traktiHow to accelerate onboarding and reduce counter-party risk?

Implementare l’onboarding di contratti non standard: approccio per una gestione contrattuale agile

on February 3, 2021

Come digitalizzare i contratti non standard? E come implementare l’onboarding per contratti non standard dove i bisogni e le procedure possono cambiare costantemente?

La vita di chi si trova ad automatizzare dei contratti standard è certamente più semplice, dovendo affrontare di volta in volta la medesima procedura, senza la necessità di tenere in considerazione diversi requisiti, procedure e verifiche richieste dalla compliance.

Ciò non vuol dire, che impossibile automatizzare anche l’onboarding di contratti non standard: vediamo quindi come mettere in campo la gestione agile dei contratti, anche nei casi più complicati.

Reading time: 4 minutes, Photo by Beazy on Unsplash

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traktiImplementare l’onboarding di contratti non standard: approccio per una gestione contrattuale agile

How to quickly activate client onboarding automation for your business

on February 1, 2021

When does your client get the first impression of your business? Let me answer for you: the real impression begins when the client has started to do business with you. In this crucial phase you must not fail or be caught unprepared.

Client onboarding automation is complex and must be performed in compliance with rules and regulations, maintaining control of processes, and protecting data and information.

Tempo di lettura: 3 minuti, Photo by Jean Gerber on Unsplash

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traktiHow to quickly activate client onboarding automation for your business

Happier customers, simplified contract onboarding

on December 23, 2020

Many companies drastically underestimate the importance of contract onboarding, In fact, 22% of companies have no formal onboarding program at all, while 49% only have a partially successful process. But do you know just how detrimental unsuccessful onboarding can be? Employees become less productive, stressed, and feel disconnected from the rest of the team, while customers end up flocking to your competitors.

One way that simplified contract onboarding helps you is by increasing customer engagement. The process benefits new customers, existing ones, and company leaders alike.

Reading time: 3 minutes, Photo by Kelli McClintock on Unsplash

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Sarah GiannelliHappier customers, simplified contract onboarding