Create an electronic solution to seamlessly manage your customer onboarding process.

Delight your new customers from day one by providing them with a professional on-boarding experience, this could make the difference between a life-long customer and another churn statistic.

Read a review from another one of our happy clients

Imagine…

No more sending documents, having customers print them, sign them, scan them, and return them.
No more having to track the messages, follow up, or resend.
No more having to audit and double-check that you have received all the necessary compliance and onboarding documents.

With Autopilot, you will get the immediate advantages:

See an at-a-glance status with our dashboard
Compliant audit trail
Accurate reporting and statistics

And your customers will see the difference as well:

Saved from printing pages of forms
Provided digital signatures for fast and efficient turnaround
Ability to check the status of requirements, and where they are in the process

Areas of expertise include: Retail , Healthcare, Financial Services, Governments and FMCG.

Take off fast, take off right, with Autopilot.

Autopilot Customer Onboarding

by Autopilot Workflow Solutions