Digital Onboarding for Web & Mobile
Improve the first minutes of your customer's experience with self-serve, intelligent digital onboarding solutions integrated with your preferred vendors, CRM, and document management.Request a demo
Use our pre-built digital onboarding experiences
Capture data quickly and easily, giving your customers an account and never lose the data they provide. Make it easy for customers to leave and return to your onboarding process.
Be accountable to your customers
Start the clock the minute your customers respond. Help them understand where they are in the digital onboarding process and who's taking care of them.
Define steps with ease
Digital onboarding is about reducing friction. Make it simple for customers to quickly provide you with relevant information.
Centralize everything in a self-serve account
Put your customers' data front and center in their own intelligent, actionable account where you can keep information up to date. Activate more digital onboarding processes from the initial customer account.
Process incoming data quickly
Speed differentiates you in the eyes of your customers. Make everything 10 times faster with the right digital actions. Create an interim customer account to activate different benefits and services.
Measure your digital onboarding
Measure from beginning to end. Watch data forms capture and feed data into better digital funnels to help you assign the right actions at the right time.
Build the Best Digital Onboarding Process
Create simple steps
Make capturing data from your customers simple. Define steps and have the right amount of data shown to your customers. Let them know where they are in the process.
Web and Mobile Ready
Regardless of the device, let your customers provide the information across different screen sizes. Make digital onboarding simple and clear.
Modyo captures data that is then synchronized to your preferred CRM. Whether Salesforce or another CRM, we make it easy to integrate.
Capture documents and digital signatures with our integration to Docusign and other systems. Whether on a mobile device or computer, your customers can provide the documents you require with ease.