Step 1: Registration & Service Selection
Clients complete an online form, providing key details and selecting their desired service. Upon submission, the system records the request and initiates the onboarding process.
Step 2: Automated Documentation
An onboarding package is generated, including a contract, quotation, and a secure link for document submission. Clients receive these via email with instructions for easy and secure uploading.
Step 3: Verification & Processing
A consultant reviews the signed contract and required documents, validates the details, and forwards them to the appropriate service channel. Clients receive regular updates throughout this phase.
Step 4: Service Activation & Client Support
After verification, the service is activated. Clients receive a confirmation email outlining next steps and support details. Automated follow-ups ensure continued assistance for a seamless experience.
