Building a digital customer registration and identification process  

How can you best prepare to design a customer registration process in digital channels? Online customer registration and acquisition should be smooth and efficient, thanks to simple and easily accessible electronic identification methods. To make this happen, it is worth answering a few basic questions first:  

– What identification tools are available and applicable?  
– Which solution is cost-effective? 
– What is the market experience with the use of these tools? 
– Which tool will be optimal for my business process?  

At Obserwatorium.biz, we carry out consulting projects that allow us to take all these aspects into account and implement a registration and identification process that meets the needs of customers while implementing the digital strategy of a given company.  

Table of contents: 

Who is this offer for?  

Our offer is addressed to customers from the financial, insurance, telecommunications sectors, and SMEs.  

What do we offer as part of the consulting project?  

→ Introductory workshop  

  • General presentation of electronic identification tools  
  • Presentation on legal and technological limitations  
  • Working with the client to develop the main requirements and functional scope of the project  
  • Developing a project plan  

→ Identifying and proposing appropriate solutions 

  • Review and definition of legal requirements for the use of a specific electronic identification tool in your company  
  • Preparation of a business conditions document, including the possibility of implementing potential identification tools (indication of suppliers)  
  • Benchmarking of available solutions and obtaining offers from suppliers  

→ Optimal user experience 

  • Designing a new digital process from the customer’s point of view  
  • Analysis and evaluation of the ergonomics of key transaction and service processes in websites and mobile applications  

→ Workshop on selecting the target solution  

  • Workshops and development of an implementation model  
  • Support in selecting technology or a technology partner  

→ Integration with existing business processes  

  • Support during implementation, recommendations for changes during the project  
  • Active participation in the service implementation stage as a consultant  

What will you gain from implementing a digital registration and electronic identification process?  

  • The ability to sign contracts with customers fully remotely, electronically, without the need for a courier or a visit to a branch 
  • You have the opportunity to shorten the customer acquisition process to a few minutes

  • You will receive a designed process that takes into account the optimal user experience (ergonomics, user-friendly interface) 

Our clients     

The competence of our team has been recognized by many companies and institutions operating on the Polish and foreign markets in recent years.These include leading Polish banks, other financial institutions, public administration bodies, and Polish and foreign trust service providers.  

About Obserwatorium.biz 

We are a team of experts with extensive experience in managing technological and business projects. In our consulting activities, we focus on a universal approach to issues related to digital identity and trust services, such as electronic signatures, e-delivery, and electronic attestations of attributes. When implementing projects, we take into account the technological, standardization, and business aspects, as well as the user’s perspective. Our main clients are trust services and digital identity solution prviders, financial institutions and public administration.

Our mission is to inspire and share our expertise with our clients. We want to support them in building and applying digital identity solutions and trust services. We believe that by doing so, we are contributing to making the world a safer and more connected place.

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