Firstly we love to ask the question, ‘why are you seeking to digitalise your customer acquisition and what will define success?’ There are always different answers but the key ones evolve around the following:

1. To reach new/more customers online, on social media and on mobile?
2. To drive your digital strategy and business digitalisation goals?
3. To reduce time and cost on acquiring and onboarding new customers?
4. To improve management and performance of your sales channels and teams?
5. To improve your processes, reducing paper/ manual processes and enabling mobility? 
6. To improve data capture and use and make better business decisions?
7. To improve your competitive positioning in online/ digital space?

Perhaps you have a combination of these reasons or another good reason, then this guide will show you how you can deliver big results in 60 days or less. 

1. Getting your key website product pages ready for mobile

If you are choosing to update your website for lead generation then this is a great first step. With 83% to 87% of new business queries across over 20 leading financial websites in the Caribbean being made on mobile or tablet devices, it is essential before you start to optimise your top product landing pages for mobile. Updating existing pages or creating new landing pages is fast and can be done without building a whole new website and (ssssh) don’t tell anyone but about 90% of users will visit your product landing pages so the rest of your site can be prioritised later. With any deployment we start with an audit and review of your landing pages giving you ideas to make these changes quickly and easily. For more information view our top tips here

2.  Getting Buy-In and Managing Change

Digital customer acquisition and onboarding involves multiple functions within a business and different levels of inputs depending on your digitalisation strategy. Engaging key stakeholders and creating internal sponsors can help you speed up the process. From marketing managers, sales managers, IT, underwriting and CEO’s, creating a group of stakeholders for each function will improve the project's delivery. We start each project with a presentation, a demo and Q&A session for these teams, informing them of the key benefits for each team, the project plan and requirements and then we update and engage each stakeholder throughout the process. See more on team benefits here

3. 5D Process

We use our 5D process to manage each stage of the digitisation project. We complete a full consultative (1) Discovery, (2) Define and (3) Design process to plan the solution from end-to-end before starting the (4) Develop and (5) Deployment processes. This dramatically reduces the software development timeframes by ensuring the solution is thoroughly thought through and integrated to meet your needs and requirements. 

4. ApplyOn Software 

Finally the ApplyOn software has been developed over 3 years and dozens of implementations and so it enables us to run and manage all of your underwriting, lead management and other processes on a single, secure and flexible platform saving you time and money. We’ve done the hard work over several years of research, live use and development so you can get a solution that saves you time, investment and resources and enables you to focus on the optimisation of your digital operation and not on the process of digitalisation. For more information on ApplyOn visit here

5. Go for the 80

No digitalisation solution will be perfect and your needs, optimisations and requirements will always evolve and so the first step is not to aim for 100%, if you aim for 80% of your best case digitalisation requirements you will have working solutions faster and more efficiently and delivering ROi. Over time the remaining solutions and can . Our implementation teams know that sometimes a client’s teams or stakeholders in a clients business might not be able to deliver all that's needed on time so it can be good to move aspects out of scope and into scope accordingly to avoid roadblocks and control results and performance. At each stage of the way our implementation teams are there to support you and deliver results. 

If you would like to learn more or speak to one of our experienced solution experts then let us know, we’d be happy to talk.