Streamlined Client Onboarding Portal
✨The Streamlined Client Onboarding Portal transforms the company's previous manual onboarding process into a fully systematized and efficient online experience. By automating client onboarding, the portal addresses past inefficiencies and provides a seamless way for clients to get started. Motivational messaging like "Get Your Business Dreams Started Today! Complete everything at your own pace and submit when ready" encourages users to embark on their journey with ease through an intuitive three-step process.
Features: Automated Onboarding Process, Three-Step Onboarding Process, Self-Paced Completion, User-Friendly Interface, Progress Tracking, Responsive Design, Secure Data Handling, Confirmation and Receipts
Prototype:
The interactive prototype was created using Axure RP and is accessible at https://bit.ly/jess_onboardportal