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Onboarding: Customizing the User Journey

Onboarding: Customizing the User Journey

The first step of the customer journey is often a user’s onboarding on a platform or application. This critical phase predicates how a user interacts with a business, and often cements their first impression and subsequent brand loyalty.

Identity verification plays an important role in ensuring a user exists and is who they say they are. But businesses must strike a fine balance of friction and convenience. Too little friction in the identity verification process might result in bad actors flooding in. This can damage a business’s reputation, and give the impression that a platform is unsafe. Too much friction might result in user frustration and attrition.

How can businesses seamlessly and securely onboard users? Orchestration holds the key to unlocking customer-centric practices, customizing the user journey, and ultimately ensuring legitimate users are allowed in while bad actors are stopped.

Watch this webinar featuring Hal Lonas, Trulioo Chief Technology Officer, on

  • What identity proofing orchestration entails and how active and passive methods of authentication can be layered during the onboarding process
  • How orchestration goes hand-in-hand with a risk-based approach to onboarding and establishing trust and safety between businesses and users
  • What business, customer risk, and regulatory factors to consider when adopting a risk-based approach