Sector The Blockchain Blockchain

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Another point to be considered is whether the client understands the need to capture the information being requested. Especially now, with the entry of the LGPD (General Data Protection Law) it is essential to have transparency in the purpose of using information. Tip 3: Manage expectation It is very unpleasant for the user to start an onboarding process and have to stop it midway, either because he needs access to some data or document that was not in his hands at the time, or because the process was taking longer than expected.
  
Start the onboarding by requesting information that will allow you to resume contact in the future if necessary, such as email and cell phone. Make it clear to the USA Phone Number List customer what the steps will be to complete the onboarding process. This can be done graphically, showing the different steps or even informing the average time.



Also make clear any documents that he should have on hand to complete the process, such as proof of residence. Tip 4: Continuity Alternatives In some cases, the onboarding process needs information that is not at hand and needs to be resumed in the future. Saving the status and previously obtained information is important so that the user does not have to restart the entire journey again. Especially in the case of an unfinished onboarding process, implementing a multichannel model can be essential.