Clients are used to “in-person interactions” with their service providers. However, in recent times, innovative opportunities abound for existing and potential service providers to interact with their chosen clients digitally, improving convenience and enhancing affordability.
There is, however, the need to orient existing and potential clients on how to interact with their respective service providers through digital channels.
Service providers therefore have the responsibility to effectively onboard and educate clients using a comprehensive onboarding framework. The course introduces learners to a framework that can be used to create awareness of the existence of digital platforms; assess the suitability of these platforms with respect to their client profiles; inform existing and potential clients on how to sign on, use and benefit from these digital platforms; educate clients on risks/dangers in using the digital platforms with associated mitigating factors; and evaluate the effectiveness of the overall digital onboarding and education framework.