ICAEW Annual Conference 2024 Recap
Last week, we had the privilege of being a key partner at the ICAEW Annual Conference 2024 in London—an event
Build business applications with no coding knowledge
Save time & say goodbye to manual, repetitive tasks
Standardise & automate your business processes
Remove repetitive tasks from your team’s to-do list with UniFi Automation software
Automate accounting processes with ease
Centralise data from multiple systems via API
Retrieve, visualise, analyse & report on data
Cloud-based work OS for desktop & mobile
Attach documents to workflows & automate distribution
Two-way Excel integration reduces manual data re-keying
Full users get access to all current & new applications
ML services can be easily added to your applications, allowing you to benefit from Artificial Intelligence
Easily apply AI services to any field in your applications to imitate human behaviour
Automate Repetitive Tasks and Boost Productivity Across Your Organisation
Latest Blog
Last week, we had the privilege of being a key partner at the ICAEW Annual Conference 2024 in London—an event
Artificial Intelligence (AI) has become a buzzword across industries, promising revolutionary changes and enhanced efficiencies. However, as the allure of
The UniFi platform gives you extensive features for limitless use cases. These features enable you drastically improve your Customer Onboarding process and replace your Customer Onboarding Software.
Not only can UniFi replace your Customer Onboarding Software, but it can also replace all other 3rd party software. Reducing your need to manage multiple disparate systems and helping reduce your costs. It’s one platform to replace them all.
A streamlined onboarding process is essential for reducing customer churn and ensuring a positive customer experience.
UniFi makes it easy to set up new customers for success with an onboarding process that’s tailored to their specific needs.
With UniFi customer onboarding App, you can easily create and manage customer profiles, set credit limits for the customer and ensure a due diligence process is followed for each customer.
UniFi can help you perform checks and controls before you create the customer to ensure legal compliance.
Once the customer is created, UniFi can then automatically update your CRM, accounting system and any other systems in your organisation.
With this, UniFi becomes a central point to manage customers. So you can always be sure that the latest information about customers is available to your team in real time.
UniFi also ensures the completeness of customer information because it lets you have mandatory fields for users who create a new customer.
This eliminates the need to chase down missing customer information and speeds up the onboarding process so you can hit the ground running.
Eliminate delays with UniFi’s automatic data integration from Companies House, ensuring that your customer information is accurate and up to date from the very beginning.
UniFi doesn’t just extract data; it synchronises updates across all relevant systems in real time. Say goodbye to manual data entry and the need for cross-platform verification – UniFi takes care of it all instantly.
Stay informed with immediate notifications on any changes in customer financials. Whether it’s a shift in credit status or other critical updates, UniFi ensures you have the latest information at your fingertips.
UniFi bots are designed to mimic the activities of human users so you can streamline operations, reduce manual tasks, and enhance productivity – all in the background without human input. Bots can imitate and perform routine actions that normally take a chunk of your team’s valuable time.
Find out more about our bots here.
The use case, Customer Onboarding, on this page can be completed by a bot. However, it’s important to note that UniFi bots offer incredible flexibility and can be adapted to any use case you can imagine. The below table showcases some of the current ways users are leveraging bots, but these are just a few examples. The possibilities are virtually limitless and constrained only by your creativity!
Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
---|
Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
---|
Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
---|
Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
---|
Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
---|
Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
---|
Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
---|
Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
---|
Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
---|
Other Sales (O2C) Use Cases
If you have a unique requirement or use case that’s not listed on this page, it’s highly likely that it’s creatable or configurable in UniFi, please speak to our team and we’ll be happy to discuss your options
Enter your details below to get a free demonstration of UniFi and see how you can automate and streamline your processes.
Privacy Policy : We hate spam and promise to keep your email address safe