Mafaufau e pei o le tafaoga faamasani muamua ma se tagata fou - e te manaʻo e faia se lagona sili, faʻaali ia i latou poʻo ai oe, ma faʻatulaga le tulaga mo se mafutaga umi ma le fiafia.
O le mea lenei i
fa'aulufaleina o tagata fa'atau
e uiga i mea uma e.
Aʻo leʻi faʻanatinati i luma e faʻamalieina, siaki muamua le tusiga lenei mo se faʻamuamua i le fao mea e manaʻo ai tagata, ae le o le mea e te manatu latou te manaʻomia.
Lisi o Mataupu
O le a le Customer Onboarding?
Aisea e taua ai le fa'aogaina o tagata fa'atau?
O a elemene o le fa'auluina o se tagata fa'atau?
Fa'atonuina o Fautuaga a le Tagata Fa'atau
Fa'aulufaleina o Tagata Fa'atau Fou Fa'ata'ita'iga
Line pito i lalo
Fesili e Masani ona Fesiligia
Fautuaga Mo Fa'auiga Sili
Su'e se auala fegalegaleai e fa'aulu ai au tagata faigaluega?
Maua fua fa'ata'ita'iga ma su'ega e ta'alo mo au isi fonotaga. Saini e aunoa ma se totogi ma ave mea e te manaʻo ai mai AhaSlides!
![🚀 Grab Free Account](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
O le a le Customer Onboarding?
![Fa'aulufaleina o tagata fa'atau](https://ahaslides.com/wp-content/uploads/2023/08/client_onboarding_process.webp)
![Onboarding of customers](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
O le fa'aulufaleina o tagata fa'atau o le fa'agasologa lea o le fa'atulagaina o se tagata fou ma sauni e galulue ma lau pisinisi po'o lau fa'alapotopotoga.
E aofia ai le aoina o faʻamatalaga a le au faipisinisi ma faʻamaonia o latou faʻamatalaga, faʻamatalaina au faiga faʻavae ma faʻamoemoega, faʻatulagaina o tala talafeagai ma avanoa, tuʻuina atu mea faʻapipiʻi, suʻega auaunaga e foia ai soʻo se mataupu, ma avanoa e tali muamua fesili mo le lagolago.
Aisea e taua ai le fa'aogaina o tagata fa'atau?
A fa'atau e tagata fa'atau se mea, e le na'o le mauaina o le mea ma fa'auma. E te manaʻo foʻi e faʻamautinoa o loʻo latou fiafia i le poto masani atoa.
Ae aiseā ua faapea ai? Su'e i lalo👇
![E fa'afefea ona e fa'aulu i luga o tagata fa'atau fou o le a fa'atulaga le leo mo le faagasologa atoa](https://ahaslides.com/wp-content/uploads/2023/08/effective-client-onboarding-2-1.webp)
![How you onboard new customers will set the tone for the entire process](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![Sets the tone for the relationship](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![- How you onboard a new customer sets the tone for your entire relationship with them. A smooth, seamless onboarding experience gives customers a positive first impression😊](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![Manages expectations](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![- Onboarding allows you to properly explain your products or services, set expectations, and manage the customer's hopes upfront. This can help prevent disappointment later on and even reduce the chance of losing customers.](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![Reduces churn](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![- Customers who have a good onboarding experience are more satisfied and loyal in the long run. When your customers start off on the right foot, they're more likely to stick around and be satisfied with your service.](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![Improve conversion rate](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![- When customers are really into a company, they tend to buy stuff](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![90% more often](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![, spend 60% more per purchase, and give three times the annual value compared to other customers.](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![O le fa'agasologa o le fa'aulufaleina o se tagata fa'atau e saofagā i le fa'amaoni fa'ailoga](https://ahaslides.com/wp-content/uploads/2023/08/online-shopping-1024x683.jpeg)
![The process of onboarding a customer contributes to brand loyalty](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![Gathers critical information](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![- Onboarding is the first chance to collect all the important information you need to properly service the customer going forward.](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![Equips the customer](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![- Providing helpful guides, FAQs, demos and training during onboarding prepares customers to be active users from day one.](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![Builds trust](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![- A transparent, thorough onboarding process helps build the customer's trust and confidence in your business and solutions.](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![Improves processes](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![- Customer feedback during and after onboarding can highlight areas for improvement in your systems and processes.](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![Saves resources](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
![- Resolving issues during onboarding saves your business time and resources compared to fixing problems after the customer is fully onboarded.](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
E fa'afefea ona e fa'afeiloa'i ma i luga o tagata fa'atau fou e fa'atulaga ai le tulaga mo le malaga atoa a tagata fa'atau. O se fa'alelei, manino i luga o le va'aiga poto masani e totogi tufatufaga i le fa'amalieina o tagata fa'atau, fa'atumauina, ma manuia umi!
O a elemene o le fa'auluina o se tagata fa'atau?
![Elemene ole fa'aulufalega ole kalani](https://ahaslides.com/wp-content/uploads/2023/08/6-Step-client-onboarding-checklist-for-marketing-agencies-image-1024x538.png)
![Elements when onboarding a customer](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
E taua tele le fa'aliliuina o saini i tagata fa'aoga malosi. Siaki le matou ta'iala atoatoa i lalo e fa'aola vave ai tagata fa'atau fou a'o fa'atalanoaina so'o se popolega.
#1. Fai se Lisi Siaki
Fausia se lisi siaki auiliili o laasaga uma ma galuega e aofia i le faʻaulufaleina o se tagata o tausia.
Fa'aalu le taimi i luma e malamalama lelei ai i mana'oga patino o le tagata o tausia, tulaga tiga, mea e ave i ai le faamuamua ma sini.
Ole mea lea e mautinoa ai e leai se mea e misia ma o le faagasologa e tutusa mo tagata fou uma.
Fa'amanino po'o ai e nafa ma galuega fa'aulufale e 'alofia ai le fenumia'i ma le tuai.
Fa'asoa manatu ma
Faaseʻe
O le galulue faatasi e manuia ai le miti. Fa'atalanoaga ma lau 'au e su'e faiga sili mo le fa'aulufaleina o se tagata fa'atau.
![se sauniga palepalealuga e faʻaaoga ai le AhaSlides' Brainstorm slide e fai ai se manatu](https://ahaslides.com/wp-content/uploads/2021/11/Brainstorm-slide-2.gif)
#2. Otometi pe a mafai
![Fa'autometi pe'ā mafai mo se fa'alelei tagata fa'atau i luga ole va'aiga](https://ahaslides.com/wp-content/uploads/2023/08/Screen-Shot-2023-08-03-at-09.59.29-707x1024.png)
![Automate when possible for a smooth customer onboarding experience](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
Fa'aoga polokalama fa'akomepiuta ma masini e fa'afaigofie ai galuega e pei o le faia o tala, la'uina o pepa, ma le fa'atumu o pepa. E sefe ai le taimi ma faaitiitia ai mea sese a tagata.
Fa'atasi le fa'agasologa o le fa'ailoga ma oloa ua uma ona fa'aogaina e tagata fa'atau, ina ia faigofie ona avea i latou ma sui i le na'o le kiliki e tasi.
Fa'ataga tagata e saini fa'akomepiuta pepa fa'akomepiuta. E sili atu le vave ma sili atu ona faigofie nai lo saini faaletino.
#3. Seti Taimi
Fa'atulaga taimi fa'atulagaina mo le fa'amae'aina o la'asaga ta'itasi i luga ole la'asaga ma le faagasologa atoa, e pei ole taimi e lafo ai se imeli fa'afeiloa'i, fa'atulaga se telefoni, fa'afeiloa'i se fonotaga kick-off, ma isi i tagata fa'atau.
E fesoasoani lea e fa'atumauina le fa'agaioiga i se saoasaoa lelei.
#4. Seti Faamoemoega manino
Feso'ota'i mea e mafai ona fa'amoemoeina e le kalani mai au oloa/au'aunaga, fa'asologa o taimi, lagolago, ma fa'atinoga.
Pulea o latou faamoemoega i luma e aloese ai mai le le malamalama mulimuli ane.
#5. Tuuina atu Ta'iala
![Tuuina atu taʻiala i le taimi o le faʻapipiʻiina o tagata faʻatau e pei o se faʻavae malamalama | AhaSlides Knowledge Base](https://ahaslides.com/wp-content/uploads/2023/08/Screen-Shot-2023-08-03-at-10.38.09-1024x537.png)
![Provide guides during the onboarding of customers such as a knowledge base](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
Tu'u atu i tagata fa'atau se fa'amatalaga malamalama e faigofie ona malamalama, ta'iala i luga ole va'aiga, FAQs ma pe fa'apefea ona fai pepa e fa'aiti'itia ai talosaga lagolago a'o fa'aulufale.
I le faaopoopo atu i aʻoaʻoga taʻitaʻia e le tagata lava ia, ia avanoa ma tali atu i le taimi muamua o le taimi faʻapipiʻi e tali ai fesili ma vave foia soʻo se faʻalavelave e tulaʻi mai.
Tuuina atu faʻataʻitaʻiga faʻatino savali e faʻamautinoa ai e malamalama le tagata faʻatau ile faʻaogaina o au oloa ma auʻaunaga.
E fesoasoani lea i tagata fa'atau e lagona le manuia ma le lagolagoina mai le aso muamua.
#6. Fa'apotopoto Manatu
Siaki i totonu ma tagata faʻatau pe a maeʻa ona faʻafeiloaʻi e iloilo lo latou faamalieina i le faagasologa, aoina manatu mo le faʻaleleia ma faʻailoa soʻo se fesili umi.
A'o e fa'ailoaina auala e fa'aleleia atili ai ma fa'afaigofie lau fa'agasolo i luga ole laiga e fa'atatau i fa'amatalaga a tagata o tausia ma le poto masani, fa'atino na suiga e fa'aauau ai le fa'amalieina o le faiga pe a fa'aulu se tagata fa'atau.
#7. Aoao lau Au
![A'oa'o au tagata faigaluega e fa'atautaia le fa'aulufaleina o le kalani](https://ahaslides.com/wp-content/uploads/2023/08/cheerful-young-business-colleagues.jpg)
![Train your employees in the onboarding procedures](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
Ia mautinoa o au tagata faigaluega o loʻo aʻafia i le faʻauluina o se tagata faʻatau o loʻo aʻoaʻoina lelei i le faʻagasologa ma au faiga faʻavae / faiga.
Tofi se tagata faigaluega e pulea le faagasologa atoa i luga ole laiga mo tagata fou taitasi. O le tagata lea e nafa ma le mulimuli i le lisi o siaki, faʻasologa o taimi, ma galue o se tasi o fesoʻotaʻiga mo le kalani.
Fa'atonuina o Fautuaga a le Tagata Fa'atau
![Fa'aulufaleina o Tagata Fa'atau | Fautuaga Polokalama](https://ahaslides.com/wp-content/uploads/2023/08/client-onboarding.webp)
![Onboarding of customers' software recommendations](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
O le filifilia o se fa'avae talafeagai mo le fa'auluina o se tagata fa'atau e taua fo'i ona o le polokalame e ofoina atu se fa'asologa fa'apitoa i luga ole va'aiga mo tagata fa'aoga e mafai ona fa'aitiitia ai le fua o le fa'alavelave mo pisinisi. I le maeʻa ai ona faʻataʻitaʻiina ma faʻataʻitaʻiina le tele o polokalama, o mea nei o loʻo fautuaina i luga o faʻasalalauga matou te manatu e te manaʻo e faʻataʻitaʻi👇
• WalkMe
- Tuuina atu taʻiala taʻitasi i lea laasaga e faʻaaoga ai tusitusiga, ata, vitio ma elemene fesoʻotaʻi e taʻitaʻia ai tagata faʻatau e ala i o latou aafiaga muamua, pei o le setiina o tala ma luga ole laupapa. E aʻoaʻoina mai le faʻaogaina e tagata faʻatau e faʻamalieina le taʻitaʻiga i le taimi.
• Whatfix
- E tuʻuina atu foʻi i totonu-app taʻiala mo tagata faʻatau fou i le taimi o luga. O lo'o iai fa'aaliga e pei o lisi siaki, fa'asologa o galuega, e-saini, au'ili'ili ma tu'ufa'atasia ma le tele o polokalame. Whatfix e fa'amoemoe e tu'uina atu se poto masani i luga ole va'aiga.
• MindTickle
- Fa'ataga oe e fai a'oa'oga ma fa'ataga malaga mo fa'atauga ma 'au fa'atau. Mo luga ole laupapa, e maua ai foliga e pei o faletusi fa'amaumauga, su'esu'ega i luga ole va'aiga, lisi siaki, fa'amanatu fa'autometi ma galuega. O lo'o maua fo'i fa'amaumauga ma su'esu'ega fa'atinoga.
• Rocketlane
- Fa'amoemoe e fesoasoani i 'au e tu'uina atu le va'aia, tumau ma se poto masani fa'atau e ala i le fa'agasologa atoa i luga ole laupapa.
• moxo
- Fesoasoani i pisinisi e fa'afaigofie galuega i fafo e pei o le fa'aulufaleina, tautua fa'amatalaga ma le fa'aogaina o fa'atauga mo tagata fa'atau, fa'atau ma pa'aga. E fa'amoemoe e tu'uina atu le lelei, ma fa'aleleia atili le poto masani o tagata fa'atau ma fa'amalieina le saogalemu ma le tausisia o mana'oga.
O nei ituaiga o masini, AI ma meafaigaluega faakomepiuta e mafai ona fesoasoani ia te oe i le faʻatinoina o fausaga, faiga ma faiga e faʻamalieina ai lou poto masani i luga ole laiga mo tagata faʻatau e ala i foliga e pei o malaga taʻitaʻia, faʻasologa o pepa, lisi siaki, galuega faʻapitoa, e-saini, auʻiliʻiliga, tuʻufaʻatasia ma isi mea.
Fa'aulufaleina o Tagata Fa'atau Fou Fa'ata'ita'iga
E te mafaufau pea pe faʻapefea le faʻapipiʻiina o tagata faʻatau i totonu o pisinisi taʻitasi? O nisi nei o fa'ata'ita'iga o le fa'agasologa o le a latou uia:
#1. Kamupani SaaS:
• Aoina mai fa'amatalaga o tagata fa'atau ma fa'amatalaga
• Fa'amatala foliga, fuafuaga ma tau
• Seti le tala fa'atau ma tu'u atu fa'atagaga
• Tuuina atu faʻamaumauga, taʻiala ma faʻasalalauga
• Fa'atino se fa'aaliga o oloa
• Su'e le faiga ma foia so'o se fa'afitauli
• Fa'atino manatu faaalia ma faiga iloiloga
#2. Auaunaga tau Tupe:
• Fa'amaonia le fa'ailoaina o tagata fa'atau ma fai siaki KYC
• Fa'amatala tu'utu'uga, totogifuapauina, faiga fa'avae ma fa'amatalaga tau tupe
• Seti le teugatupe ma fetuutuunai faatulagaga
• Tuuina atu faʻamatalaga faʻamaonia ma faʻamatalaga saogalemu
• Faia se telefoni e tali ai fesili
• Tuuina atu e-pepa ma siaki le fa'aaogaina masani
• Fa'atino le mata'ituina e iloa ai faiga fa'asese ma fa'aletonu
#3. Kamupani Faufautua:
• Aoina mai manaoga o tagata o tausia ma sini
• Fa'amatala le lautele, tu'uina atu, fa'asologa o taimi ma totogifuapauina
• Fausia se faitoto'a o tagata fa'atau mo le fa'asoaina o pepa
• Fa'atino fonotaga amata e fa'aoga ai sini
• Fausia se fuafuaga fa'atino ma fa'ailoga
• Tuuina atu lipoti o le alualu i luma faifaipea ma dashboards
• Aoina mai manatu e fa'aleleia atili ai le fa'aulufaleina i le lumana'i
#4. Kamupani Software:
• Aoina fa'amatalaga o tagata fa'atau ma mea e te mana'o iai
• Fa'amatala uiga, ofo lagolago ma fa'afanua auala
• Fa'atulaga le talosaga ma tu'u atu laisene
• Tuuina atu avanoa i le nofoaga autu o le malamalama ma le faitotoa lagolago
• Fa'atino su'ega faiga ma fofo fa'afitauli
• Fa'aputu fa'amatalaga a tagata fa'atau i le taimi atoa i luga ole va'aiga
• Fa'atino iloiloga e fua ai le manuia
Line pito i lalo
E ui ina eseese tulaga mo le fa'aulufaleina o se tagata fa'atau e ala i alamanuia ma fa'aoga tulaga, o mataupu faavae autu o le sauniaina o tagata fa'atau, puleaina o fa'amoemoega, fa'ailoa vave o fa'afitauli ma le tu'uina atu o le lagolago faifaipea e masani ona fa'aoga i luga o le laupapa.
Fesili e Masani ona Fesiligia
O le a le KYC client onboarding?
KYC client onboarding e faasino i le Know Your Customer procedures o se vaega o le fa'aulufaleina o tagata fa'atau mo fa'alapotopotoga tau tupe ma isi pisinisi fa'atulafonoina. KYC e aofia ai le faʻamaonia o le faʻamatalaga ma le suʻesuʻeina o tulaga lamatia o tagata fou. KYC client onboarding fesoasoani i fa'alapotopotoga tau tupe ma isi pisinisi fa'atulafonoina ia tausisia tulafono fa'alelalolagi e tetee atu ai i tupe fa'aofi mai fa'aofiofi ma tulafono fa'atonutonu e pei ole FATF, AMLD, ma tulafono KYC.
O le a le tagata o tausia ile ulufale ile AML?
O le fa'aulufaleina o tagata i totonu o le AML e fa'asino i faiga e mulimulita'ia e Faalapotopotoga Tau Tupe a'o fa'agasolo le fa'aulufaleina ina ia usita'ia tulafono e Tete'e i Tupe Fa'asolitulafono. O le sini o le AML client onboarding procedures o le faaitiitia lea o tulaga lamatia o tupe e faaofi mai faasolitulafono ma faiga faatupu faalavelave e ala i le faamaoniaina o tagata o tausia, iloilo o latou tulaga lamatia, ma le mataituina o latou gaioiga e tusa ai ma manaoga e pei o le Bank Secrecy Act, FATF fautuaga, ma isi tulafono AML talafeagai.
O le a le 4-step onboarding process?
O laasaga e 4 - aoina o faʻamatalaga, faʻaauupegaina o le tagata faʻatau, suʻeina o le faiga ma tuʻuina atu vave fesoasoani - fesoasoani e faʻavae se faavae mautu mo le mafutaga a tagata faatau.