Yicinge njengomhla wokuqala kunye nomxhasi omtsha - ufuna ukwenza umbono omkhulu, ubabonise ukuba ungubani, kwaye ubeke iqonga lobudlelwane obude kunye nolonwabo.
Le yinto
ukukhwela kwabathengi
konke malunga.
Phambi kokuba ungxamele ukuyokwenza into, jonga eli nqaku kuqala ukuze ufumane i-headstart ekubetheleni into efunwa ngabathengi, hayi le ocinga ukuba bayayidinga.
Isiqulatho
Yintoni i-Customer Onboarding?
Kutheni i-Onboarding yabathengi ibalulekile?
Ziziphi iiNqaku zokukhwela uMthengi?
Onboarding of the Customers 'Software Recommendations
Ukukhwela kweMizekeliso yabaThengi abatsha
Okukwintsusa
Imibuzo ebuzwa qho
Iingcebiso zokuthethana ngcono
Ngaba ujonge indlela yokunxibelelana yokukhwela abasebenzi bakho?
Fumana iitemplates zasimahla kunye neekhwizi oza kuzidlalela kwiintlanganiso zakho ezilandelayo. Bhalisela simahla kwaye uthathe into oyifunayo kwiAhaSlides!
![🚀 Grab Free Account](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
Yintoni i-Customer Onboarding?
![Ukukhwela kwabathengi](https://ahaslides.com/wp-content/uploads/2023/08/client_onboarding_process.webp)
![Onboarding of customers](http://tdns.gtranslate.net/tdn-static2/images/edit.png)
Ukukhwela kwabathengi yinkqubo yokufumana umxumi omtsha kwaye ulungele ukusebenza neshishini okanye umbutho wakho.
Oku kubandakanya ukuqokelela ulwazi lwabathengi kunye nokuqinisekisa ubuni babo, ukucacisa imigaqo-nkqubo kunye nolindelo, ukuseta iiakhawunti eziyimfuneko kunye nokufikelela, ukubonelela ngezixhobo zokukhwela, iinkonzo zokuvavanya ukusombulula nayiphi na imiba, kunye nokufumaneka ukuphendula imibuzo yokuqala yokuxhasa.
Kutheni i-Onboarding yabathengi ibalulekile?
Xa abathengi bethenga into ethile, akukhona nje ukufumana into kwaye yenziwe. Kwakhona ufuna ukuqinisekisa ukuba bonwabile ngamava onke.
Kwaye kutheni kunjalo? Fumana apha ngezantsi👇
![Indlela okhwela ngayo abathengi abatsha iya kumisela ithoni kuyo yonke inkqubo](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)
![Inkqubo yokukhwela umthengi inegalelo ekunyanisekeni kohlobo](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)
Indlela owamkela ngayo kunye nokukhwela abathengi abatsha ibeka inqanaba lohambo lwabathengi lonke. Amava okukhwela ahamba kakuhle, acacileyo ahlawula izabelo ekwanelisekeni kwabathengi, ukugcinwa, kunye nempumelelo yexesha elide!
Ziziphi iiNqaku zokukhwela uMthengi?
![Iimpawu zenkqubo yokukhwela umxhasi](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)
Amava e-intuitive, amava asezantsi okukhwela abalulekile ekuguquleni ukubhaliswa kubasebenzisi abasebenzayo. Jonga isikhokelo sethu esibanzi esingezantsi ukufumana abathengi abatsha kwaye basebenze ngokukhawuleza ngelixa ulungisa naziphi na iinkxalabo.
#1. Yiba noLuhlu lokukhangela
Yenza uluhlu lokukhangela oluneenkcukacha lwawo onke amanyathelo kunye nemisebenzi ebandakanyekayo ekukhweleni umxhasi.
Thatha ixesha kwangaphambili ukuze uqonde kakuhle iimfuno ezithile zomthengi, iintlungu, izinto eziphambili kunye neenjongo.
Oku kuqinisekisa ukuba akukho nto ilahlekileyo kwaye inkqubo iyahambelana kuye wonke umxhasi omtsha.
Yenza kucace ukuba ngubani onoxanduva lweyiphi imisebenzi yokukhwela ukuthintela ukubhideka kunye nokulibaziseka.
Xubusha ngezimvo kunye
IAhaSlides
Intsebenziswano yenza iphupha lisebenze. Xubusha neqela lakho ukuze ufumane ezona ndlela zilungileyo zokukhwela umthengi.
![iseshoni yokucinga ngengqondo usebenzisa i-AhaSlides' Brainstorm isilayidi ukuze ucinge](https://ahaslides.com/wp-content/uploads/2021/11/Brainstorm-slide-2.gif)
#2. Zizenzele Xa Kunokwenzeka
![Zizenzele xa kunokwenzeka kumthengi ogudileyo wamava okungena](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)
Sebenzisa isoftware kunye ne-automation ukwenza lula imisebenzi efana nokwenziwa kweakhawunti, ukhuphelo lwamaxwebhu, kunye nokuzaliswa kweefom. Oku konga ixesha kwaye kunciphisa iimpazamo zabantu.
Dibanisa inkqubo yokubhalisa kunye neemveliso abathengi esele bezisebenzisa, ukuze babe lula ukuba lilungu ngocofa nje olunye.
Vumela abathengi ukuba basayine amaxwebhu ngedijithali. Oku kukhawuleza kwaye kulula ngakumbi kunotyikityo lwenyama.
#3. Seta amaxesha
Misela amaxesha ekujoliswe kuwo okugqiba inyathelo ngalinye lokukhwela kunye nayo yonke inkqubo, efana nokuba ungayithumela nini i-imeyile eyamkelekileyo, cwangcisa umnxeba, usingathe intlanganiso yokukhaba, njl. njl. kubathengi.
Oku kunceda ukugcina inkqubo ihamba ngesantya esihle.
#4. Cwangcisa Ulindelo
Nxibelelana ngoko umxhasi anokulindela ngokwenyani kwiimveliso/iinkonzo zakho, amaxesha, inkxaso, kunye nokusebenza.
Lawula ulindelo lwabo kwangaphambili ukuphepha ukungaqondani kamva.
#5. Nika iziKhokelo
![Ukubonelela ngezikhokelo ngexesha lokukhwela kwabathengi njengesiseko solwazi | Isiseko soLwazi seAhaSlides](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)
Nika abathengi isiseko solwazi ekulula ukusiqonda, izikhokelo zokukhwela, ii-FAQs kunye nendlela yokwenza amaxwebhu ukunciphisa izicelo zenkxaso ngexesha lokukhwela.
Ukongeza kwii-tutorials ezizikhokelayo, zifumaneke kwaye uphendule ngexesha lokuqala lokukhwela ukuze uphendule imibuzo kunye nokusombulula ngokukhawuleza nayiphi na imiqobo evelayo.
Ukubonelela ngemiboniso ebonakalayo ukuqinisekisa ukuba umthengi uyayiqonda indlela yokusebenzisa iimveliso kunye neenkonzo zakho.
Oku kunceda abathengi bazive bephumelele kwaye bexhaswa ukusuka kusuku lokuqala.
#6. Qokelela Impendulo
Ngena kunye nabathengi emva kokuba bekhwele ukuvavanya ukwaneliseka kwabo ngenkqubo, ukuqokelela impendulo yokuphucula kunye nokuchonga nayiphi na imibuzo eqhubekayo.
Njengoko uchonga iindlela zokuphucula kwaye ulungelelanise inkqubo yakho yokungena ngokusekwe kwingxelo yomxhasi kunye namava, sebenzisa olo tshintsho ukuze uqhubeke nokwandisa inkqubo xa ukhwela umthengi.
#7. Qeqesha iQela lakho
![Qeqesha abasebenzi bakho ukuba balawule inkqubo yokukhwela umxhasi](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)
Qinisekisa ukuba abasebenzi bakho ababandakanyekayo ekukhweleni umthengi baqeqeshwe ngokufanelekileyo kwinkqubo kunye nemigaqo-nkqubo / iinkqubo zakho.
Chonga umqeshwa ukuba alawule yonke inkqubo yokukhwela kumthengi ngamnye omtsha. Lo mntu unoxanduva lokulandela uluhlu lokutshekisha, amaxesha okuhlangana, kunye nokusebenza njengendawo enye yoqhagamshelwano kumxhasi.
Onboarding of the Customers 'Software Recommendations
![Ukukhwela kwabathengi | Iingcebiso zeSoftware](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)
Ukukhetha iqonga elifanelekileyo lokukhwela umthengi kukwabalulekile njengoko isoftware ebonelela ngolandelelwano lobuqu lokukhwela kubasebenzisi inokunciphisa isantya se-churn kumashishini. Ukuvavanya kwaye uzame isoftware eninzi, nazi iiplatifomu ezicetyiswayo zokukhwela esicinga ukuba uya kufuna ukuzizama👇
• WalkMe
-Ibonelela ngesikhokelo senyathelo ngenyathelo usebenzisa umbhalo, imifanekiso, iividiyo kunye nezinto ezisebenzisanayo ukukhokela abathengi ngamava abo okuqala, njengokusetwa kweakhawunti kunye nokukhwela. Ifunda ekusetyenzisweni kwabathengi ukwandisa isikhokelo ngokuhamba kwexesha.
• Whatfix
-Ikwabonelela ngesikhokelo kwi-app kubathengi abatsha ngexesha lokukhwela. Ineempawu ezinje ngoluhlu lokutshekisha, ukuhamba komsebenzi okwenziwe ngokwezifiso, i-e-signatures, i-analytics kunye nokudibanisa kunye neeapps ezininzi. I-Whatfix ijolise ekuboneleleni ngamava okungena kwibhodi engenamkhuhlane.
• Ingqondo
-Ikuvumela ukuba wenze uhambo lokufunda kunye nokuvumela kuzo zombini iintengiso kunye namaqela abathengi. Ukukhwela, ibonelela ngeempawu ezifana neelayibrari zamaxwebhu, uvavanyo lokungena, uluhlu lokukhangela, izikhumbuzo ezizenzekelayo kunye nemisebenzi. Uhlalutyo kunye nokulandelela ukusebenza kukwakhona.
• Rocketlane
-Iinjongo zokunceda amaqela abonelele ngokubonakala, ukungaguquguquki kunye namava angcono kubathengi ngayo yonke inkqubo yokukhwela.
• UMoxo
-Inceda amashishini alungelelanise ukuhamba komsebenzi kwangaphandle njengokukhwela, unikezelo lweakhawunti kunye nokuphatha ngaphandle kwabathengi, abathengisi kunye namaqabane. Ijolise ekuboneleleni ngokufanelekileyo, kunye namava aphuculweyo omthengi kwaye ihlangabezana nokhuseleko olungqongqo kunye neemfuno zokuthotyelwa.
Ezi ntlobo ze-automation, i-AI kunye nezixhobo zesoftware zinokukunceda ukuphumeza izakhiwo, iinkqubo kunye neenkqubo zokwandisa amava akho okungena kubathengi ngokusebenzisa iimpawu ezifana nohambo olukhokelwayo, ukuveliswa kwamaxwebhu, uluhlu lokutshekisha, imisebenzi ezenzekelayo, i-e-signatures, uhlalutyo, ukudibanisa kunye nokunye.
Ukukhwela kweMizekeliso yabaThengi abatsha
Ngaba ukhe uzibuze ukuba i-onboarding yabathengi injani kwishishini ngalinye? Nantsi eminye imizekelo yenkqubo abaza kudlula kuyo:
#1. IiNkampani ze-SaaS:
• Ukuqokelela ulwazi lwabathengi kunye ne-akhawunti
• Cacisa iimpawu, izicwangciso namaxabiso
• Cwangcisa i-akhawunti yomthengi kwaye unikeze iimvume
• Ukubonelela ngamaxwebhu, izikhokelo kunye neendlela zokuhamba
• Yenza idemo yemveliso
• Vavanya isistim kwaye usombulule nayiphi na imiba
• Ukusebenzisa ingxelo neenkqubo zokuphonononga
#2. Iinkonzo zezeMali:
• Qinisekisa ubunikazi babathengi kwaye wenze iitshekhi ze-KYC
• Ukucacisa imigaqo, imirhumo, imigaqo-nkqubo kunye neempawu zeakhawunti
• Seta i-akhawunti kwaye uqwalasele izicwangciso
• Ukubonelela ngeenkcukacha zokungena kunye neenkcukacha zokhuseleko
• Biza umnxeba ukuze uphendule imibuzo
• Nikeza amaxwebhu e-imeyile kwaye ujonge ukusetyenziswa rhoqo
• Ukusebenzisa iliso lokukhangela ubuqhophololo kunye nezinto ezingaqhelekanga
#3. Iifemu zoNxibelelwano:
• Ukuqokelela iimfuno neenjongo zabaxumi
• Cacisa ububanzi, izinto ezinokuhanjiswa, amaxesha kunye neentlawulo
• Yenza i-portal yomxhasi yokwabelana ngamaxwebhu
• Ukuqhuba intlanganiso yokuqalisa ukulungelelanisa iinjongo
• Phuhlisa isicwangciso sophumezo kwaye ufumane usayino
• Ukubonelela ngeengxelo zenkqubela eziqhubekayo kunye needashbhodi
• Qokelela ingxelo ukuze uphucule i-onboarding kwixesha elizayo
#4. Iinkampani zesoftware:
• Qokelela iinkcukacha zomthengi kunye ne-akhawunti ekhethwayo
• Cacisa iimpawu, iminikelo yenkxaso kunye nemephu yendlela
• Lungisa isicelo kwaye unike iilayisensi
• Ukubonelela ngofikelelo kwisiseko solwazi nakwiphothali yenkxaso
• Ukuqhuba uvavanyo lwenkqubo nokusombulula imiba
• Qokelela ingxelo yomthengi ngexesha lonke lokuhamba
• Ukusebenzisa iinkqubo zokuphonononga ukulinganisa impumelelo
Okukwintsusa
Ngelixa imigangatho yokukhwela umthengi ihluka ngokweshishini kunye nemeko yokusetyenziswa, imigaqo esisiseko yokulungiselela abathengi, ukulawula okulindelweyo, ukuchonga imiba kwangaphambili kunye nokubonelela ngenkxaso eqhubekayo isebenza ngokubanzi kwibhodi.
Imibuzo ebuzwa qho
Yintoni i-KYC client onboarding?
I-KYC client onboarding ibhekiselele kwiinkqubo zoKwazi uMthengi Wakho eziyinxalenye yokukhwela kwabathengi kumaziko emali kunye namanye amashishini alawulwayo. I-KYC ibandakanya ukuqinisekisa ubuni kunye nokuvavanya iprofayili yomngcipheko wabathengi abatsha. I-KYC client onboarding inceda amaziko emali kunye namanye amashishini alawulwayo ahambelane nemithetho yehlabathi echasene nokuthuthwa kwemali kunye nemimiselo efana neFATF, AMLD, kunye nemithetho ye-KYC.
Yintoni ukukhwela umxhasi kwi-AML?
Ukukhwela komthengi kwi-AML kubhekiselele kwiinkqubo ezilandelwa ngamaZiko eZimali ngexesha lenkqubo yokungena ukuze athobele iMimiselo echasene nokuNcitshiswa kweMali. Injongo yeenkqubo zokukhwela umxhasi we-AML kukunciphisa imingcipheko yokurhwaphilizwa kwemali kunye nenkxaso-mali yabanqolobi ngokuqinisekisa izazisi zabaxumi, ukuhlola imingcipheko yabo, nokubeka esweni umsebenzi wabo ngokuhambelana neemfuno ezifana noMthetho woBufihlo beBhanki, iingcebiso zeFATF, kunye neminye imithetho esebenzayo ye-AML.
Yintoni inkqubo ye-4 yokukhwela?
Amanyathelo ama-4 - ukuqokelela ulwazi, ukuxhobisa umthengi, ukuvavanya inkqubo kunye nokubonelela ngenkxaso kwangaphambili-ukunceda ukubeka isiseko esiluqilima sobudlelwane bomthengi.