Solutions On-Boarding, Acquisition

Metaphor’s customer engagement technology can enable and direct the entire application process, including all the steps that require one or more people to be involved. And, because Metaphor automatically generates appropriate workspaces for all of those people – both internal users and customers, partners, and applicants themselves – the management of the process going forward is easier, even if the process changes over time. Metaphor also seamlessly manages notifications, alerts, and status checking across any channel of communication – phone/IVR, web, mobile, etc. Metaphor solutions for automated application processes:

• Automate manual processes for customers, partners, employees
• Validate information against back-end and external systems
• Enable self-service so that end-users can enroll via various communication channels

Metaphor provides customer service departments, merchant acquirers, HR departments, and others with an intuitive automated system for quick, accurate on-boarding across multiple touch points and business units. By improving efficiencies, businesses can quickly build customer and partner relationship portfolios, and offer more aggressive pricing as their own costs are reduced. Metaphor accomplishes this by eliminating redundancies, automating previously manual processes, and providing seamless integration with back-end systems. Metaphor provides a wide range of on-boarding features out-of-the-box and also allows for easy customization and configuration to meet an organization’s specific process requirements.

Once the application process is finalized – including reviews, approvals, pricing, and contract execution – the process of on-boarding a customer or partner is actually only partially complete. Typically multiple back-end and even third-party/partner systems then need to be updated, services activated, billing/invoicing kicked-off, and often even hardware or other materials delivered.

Metaphor’s on-boarding solutions are built atop a robust, feature-rich integration framework that makes multi-system coordination much simpler to setup and maintain. Everything from legacy and mainframe systems to outsourced/hosted SaaS service partners and everything in between, can be coordinated and kept up to date in real-time by Metaphor’s integration adapters.

Automating the process of activation and provisioning is just as important as automating the process of application management, and delivers high value:

• Faster cycle times – automated provisioning often shortens new account creation from weeks to hours, minutes, or seconds
• Reduced cost – automated activation processes eliminate unnecessary paperwork and provide real-time status information
• Better customer satisfaction – customers want to start using their new products and services as quickly as possible, and automated activation gives them what they demand