SMB Customer Onboarding: 6 wk Implementation

Improve customer experience, reduce risks & drive growth for FSI

Capgemini’s SMB Customer Onboarding solution accelerator extends the value of Microsoft Cloud for Financial Services by automating and fast-tracking SMB and SME Customer Onboarding processes. The solution enables seamless collaboration with customers and internal teams to streamline the application and approval process, enhancing the customer experience, and improving employee experience and operational efficiency.

The solution provides a better customer experience by offering a self-service customer portal to submit applications with relevant information and documents. Customers can check the status of their application through the self-help portal—either online or via a mobile device.

The solution also enhances the onboarding agent experience by streamlining and orchestrating the onboarding process. It includes automated workflows, including a document intelligence feature that extracts key data from customer-submitted documents such as official identification required for onboarding scenarios. The solution also includes an application queue and application task manager to manage, track, and process pending applications.

It can be easily customized for different Financial Services onboarding scenarios such as Insurance Agent onboarding, Financial Advisor onboarding, Vendor Onboarding, B2B Customer Onboarding, etc.

This is a 6-week implementation:

Envision – 1 Week: During this stage, key business stakeholders are identified and engaged with. Art of the Possible sessions is conducted to educate, ideate and brainstorm. The business challenges are understood and suitable onboarding use cases that need to be automated are identified. Prioritization of scenarios and next steps are built into a plan. Finally, the scope and success criteria for MVP are defined.

Design & Implement – 4 Weeks: During this stage, we set up the Power Platform environment and deploy Microsoft toolkit solution components in your tenant. We augment the solution with relevant Capgemini Customer Onboarding Accelerators and customize it for your use case to implement the Minimum Viable Product (MVP).

Feedback & Backlog Creation – 1 Week: At completion, we can demonstrate the business value of Microsoft Industry Cloud Solutions with a functional MVP solution. We seek feedback from key stakeholders on the MVP and create a roadmap/epics for future enhancements, integrations with your system of records, and org-wide rollout. We conclude with Report and Recommendations for the next steps and action items.