Customer Onboarding Automation

Say goodbye to back-and-forth emails and phone calls, lost documents, and customer frustration, and say hello to reduced time to revenue with client onboarding automation.

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Digitize, Centralize, & Optimize Your Customer Onboarding Process

With MetaSource’s customer onboarding automation solution, which is powered by our digital mailroom, you can simplify the way your organization validates and manages client information, processes payments, and, ultimately, onboards new clients.

Our solution has helped organizations accelerate the customer onboarding cycle by 60%. How? By eliminating 80% of the time and effort required to onboard customers and reducing data discrepancies.

1 Centralize

Consolidate your incoming paper and electronic documents, including customer intake forms, checks, credit card payments, non-disclosure agreements, and finance documents, into a single platform.

2 Identify

Leverage our advanced recognition technologies to instantly classify documents without manual sorting.

3 Capture

Automatically extract and validate data from documents with high accuracy.

4 Resolve

Easily handle any payment processing exceptions MetaSource identifies.

5 Synchronize

Update downstream systems in real time with the extracted and validated information.

6 Deliver

Digitally route documents for review – whether they need to go to legal, finance, or customer service – based on configurable business rules. With trusted software, you can even electronically deposit checks to further expedite payment processing.

7 Access

Maintain easy access to all documents in the onboarding process – from contracts to forms – and instantly view completed work.

The Benefits of Automating Customer Onboarding

With decades of experience in digital mailroom automation, MetaSource successfully transforms the way organizations onboard customers and helps those organizations achieve a variety of benefits:

  • Reduce time to revenue
  • Streamline payment processing
  • Enhance visibility
  • Reduce costs
  • Elevate the customer experience

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What Organizations Are Automating Customer Onboarding?

MetaSource offers customer onboarding solutions for organizations in several industries, including but not limited to:

Financial Services



Higher Education

Succeed with MetaSource

At MetaSource, we have over 30 years of intelligent document processing (IDP) experience, and protecting your customer information has always been and will always be a top priority. That’s why our processes meet SOC 2 Type 2, HIPAA, GDPR, and PCI DSS requirements. When you automate client onboarding with MetaSource, you gain a flexible platform to accommodate growth and protect customer information.

Learn More About Customer Onboarding Automation

Contact us to see how MetaSource can transform your customer onboarding process today.

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