Pain points in client onboarding clients perspective ppt powerpoint presentation gallery
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Presenting this set of slides with name Pain Points In Client Onboarding Clients Perspective Ppt Powerpoint Presentation Gallery. This is a eight stage process. The stages in this process are Proposals, Implementation, Account Setup, Service Enablement, Proforma, Customer Management, Customer Adoption, On Board Customer, Constantly Changing Regulations. This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience.
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Content of this Powerpoint Presentation
Description:
This image is a PowerPoint slide titled "PAIN POINTS IN CLIENT ONBOARDING” CLIENTS PERSPECTIVE." The slide is designed to provide information on various issues clients encounter during the onboarding process, leading them to switch to competitors. The slide outlines a five-stage onboarding process: Customer Adoption, Regulatory & Compliance check, Product Setup, Implementation, and Service Enablement.
Under each stage, specific pain points are identified. For Customer Adoption, the pain points are Paper Based & Highly Manual processes. During the Regulatory & Compliance check, the pain is caused by Repetitive, Redundant, Multiple source checking, and Constantly changing regulations. In the Product Setup phase, Lack of Transparency is the issue. Below the stages, we have more generalized pain points - Huge turnaround time for onboarding that affects cash flows and business transactions, Absence of assessment and product and services personalization, Complicated and time consuming application without appropriate assistance, and Lack transparency in application process and restricted restriction lead to trust issues.
Use Cases:
The list of industries where such slides might be used:
1. Banking:
Use: To explain client onboarding challenges in the banking sector.
Presenter: Operations Manager.
Audience: Bank Management & Operational Teams.
2. FinTech:
Use: To showcase the onboarding pain points specific to financial technology services and improvements needed.
Presenter: Product Manager.
Audience: Investors, Product Teams.
3. Telecommunications:
Use: To discuss client onboarding issues within telecom service provision.
Presenter: Customer Experience Lead.
Audience: Customer Service Agents, Telecom Executives.
4. Healthcare:
Use: For outlining challenges faced by patients and healthcare providers during the patient onboarding system.
Presenter: Healthcare Administrator.
Audience: Medical Staff, Patient Care Coordinators.
5. Insurance:
Use: To identify hurdles faced by customers during the policy onboarding workflow.
Presenter: Compliance Officer.
Audience: Insurance Agents, Policy Underwriters.
6. Real Estate:
Use: To identify the friction points during onboarding of new tenants or homebuyers.
Presenter: Real Estate Broker.
Audience: Real Estate Agents, Property Management Teams.
7. Software as a Service (SaaS):
Use: To examine onboarding bottlenecks for new users and businesses in a SaaS model.
Presenter: Customer Success Manager.
Audience: SaaS Company Employees, Technology Partners.
Pain points in client onboarding clients perspective ppt powerpoint presentation gallery with all 2 slides:
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