Digital Onboarding
Digital Onboarding Solutions for Customers, Vendors, and Employees
Take your customers, vendors, and employees on a safe digital journey that starts with beautifully branded digital application forms, backed by advanced eSignatures and a process-driven back office
Confidence in Automation.
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Customer Onboarding
Do you still send PDF application forms and contracts to customers via email?
It's time to go digital. Transform your account application and customer take-on forms into intelligent, beautifully designed online systems.
Digital contracts are generated from the application form and automatically sent for approval and eSignature.
Contract terms are dynamically changed to fit the choices that the customer made on the application form.
Inject real intelligence into your forms and make sure you are dealing with the correct person online by initiating your onboarding process with our KYC solution.
Employee Onboarding
Digitise your HR process, from employment to retirement and everything in between.
Digital forms on the front-end speed up the application process and minimise input errors.
Have applicants upload additional supporting documents, such as ID, CV and proof of residence - and then sign and finalise their application online.
All documents are filed neatly in a centralised SigniFlow HR Portfolio.
Send additional documents, such as employment contracts, company policies and procedures to employees for review and eSignatures.
Keep employment files current and digital HR Portfolios
Portfolios
Portfolios offer a customer portal where any document can be uploaded, shared and sent for eSigning.
By sharing a Portfolio with your customer, they can upload supporting documents when they sign, or directly into the portal, and the system will notify you of their actions via email.
All signed contracts are neatly filed together with their supporting documentation, creating an organised portal where documents can be easily managed and found.
Giving internal departments - such as Admin, Finance or HR - access to your Portfolio will save you hours a week and eliminate the need to send documents via email.
Core Portfolio Features
Vendor Onboarding
How professional does your company look to the outside world?
The first impression new partners get of your business is often sparked by the quality of the first documents they receive from you.
Using outdated webforms or PDF application forms simply doesn't give a good impression.
Create a positive and lasting impression with a beautifully branded vendor onboarding system that echoes your company's professionalism.
And while you take care of your shining reputation, SigniFlow takes care of the supporting documents and contracts in your Procurement Portfolio.
Features
Businesses everywhere have spoken - and we've listened. We get you. Dealing with customers and suppliers, each with their own systems and processes, can be a tedious task.
You need more than just eSign workflow. You need an intuitive tool that understands your day at the office.
Digital Onboarding Features
Why choose SigniFlow?
Increased Security
World-class, industry-leading modern infrastructure and technology that addresses the security use case.More Choice
Brand it your way, deploy it where you want it, and sign with the compliant eSignature type of your choice.Simplicity
A solution that offers peace of mind and simplicity, without compromising on security or compliance.Affordability
There is no reason to pay the prices our competitors charge. Get a quotation from us and compare.As leaders in specialised risk for more than 30 years, Lombard Insurance Company Limited needed a digital intermediary system with easy access to agencies and partners.
Lombard needed to digitise and automate the approval and contractual processes involved with onboarding and managing intermediaries and brokers.
Learn why Lombard trusted SigniFlow to design and build a comprehensive Intermediary Management System (IMS) with automated contract generation and a back-office management system
24/7 Online support
We understand your office hours. SigniFlow offers 24/7 online support to all customers.
No matter where you are and no matter what time it is, we are always online to help you meet your deadlines.