Lexmark Streamlines Customer Engagement with Kofax Onboarding Agility

Lexmark International has announced the launch of Kofax Onboarding Agility, a solution framework that automates and streamlines new customer onboarding processes. The solution is targeted at banking, insurance, and other financial services organizations, as well as other industries such as healthcare and government, that require real-time authentication, verification, and decisions. The goal is to help organizations reduce costly customer onboarding process abandonment, grow their customer base, and ensure better compliance.

Lexmark acquired Kofax in May, 2015. As a result, Onboarding Agility is built on the Kofax TotalAgility platform, and leverages its mobile, omnichannel capture, process automation, dynamic case management, customer communications management, electronic signature, and process analytics capabilities.

The characteristics of effective customer onboarding include speed of the onboarding process, compliance assurance, and the delivery of a positive experience for the customer, explained David Hultquist, vice president of Industry Solutions Marketing at Kofax from Lexmark.

According to Hultquist, Onboarding Agility enables enterprises to automate and tailor their customer onboarding processes to provide real-time verification and decisions, consistent omni-channel service, and improved customer engagement. “It also incorporates document capture, process automation, customer communications management, e-signatures, and built-in analytics,” he noted.

To support the onboarding process, it provides reference templates, sample process workflows, configurable user interfaces, document learning sets, integration with third-party applications, interactive customer communications, and analytics dashboards, as part of an extensible framework that can be tailored to meet the changing requirements of organizations over time.

In addition, by supporting Lexmark’s latest smart multi-function products and other multi-function devices, the company says, users will be able to more easily leverage those devices for more document-intensive onboarding requirements.

For more information and a demonstration of Onboarding Agility, contact Lexmark.

Have a new announcement about your company? Contact newseditor@kmworld.com.