Customer Onboarding

Management Platform

Activate Internal Intelligence and Creativity to Consistently Execute & Optimize Customer Onboarding Processes

Onboard Customers Faster & More Effectively

Affinity Canvas is the platform and service that will enable you to execute the desired onboarding experience consistently, provide transparency and collaboration to your customers, and optimize the process over time. Our solution is thoughtfully created to help you onboard customers, quicker and more efficiently all while increasing customer experience and loyalty.

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Eliminate Why Customers Walk Away

Our platform enables human creativity and intelligence to execute and optimize onboarding experiences.

Consistent Front-line Execution

Quickly publish your desired process to front-line employees using one consistent platform.

Identify & Surface
Internal Ideas

Leverage your most valuable asset by allowing your employees to surface and promote ideas.

Test & Validate Experiences

Run journey split tests using our segmentation to learn what journeys are performing the best for your customers.

Results & Reporting

Use action driven reporting, including customer & employee validation to drive continuous optimization.