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Onboarding and Paperless: More Than Processes, a New Business Mindset

Altafid Communications
By Altafid Communications
Jul 9, 2025 11:07:15 AM

In today’s digital era, technology is no longer a competitive advantage—it’s an essential requirement.

In this context, concepts like digital onboarding and paperless workflows are transforming the way companies interact with customers, employees, and internal processes. Beyond the technical aspects, these practices reflect a profound cultural shift in how business is done.


The First Impression Is Also Digital

Onboarding has evolved from being a mere formality into a clear statement of purpose. It’s the moment when someone—be it a client or an employee—experiences the true essence of a company for the first time. Today, that experience needs to be agile, secure, personalized, and fully digital.

According to the Digital Customer Onboarding Software Market report by Verified Market Research (a US-based firm specializing in market research reports and consulting services), this market is expected to grow at an annual rate of 21.79% through 2030. Companies that invest in efficient onboarding processes not only optimize operations but also strengthen talent retention and customer loyalty.

In Chile, this shift is evident in the growth of the fintech ecosystem, expanding from 300 companies in 2023 to 348 by April 2024, according to Statista, an online statistics portal that collects and visualizes data on Chile and many other countries. More and more companies understand that every interaction matters—and that the first click can be the beginning (or the end, depending on the experience) of a lasting relationship.


Paperless: Efficiency with Purpose

Eliminating paper isn’t just an ecological measure; it’s a smart business strategy. Implementing paperless processes means reducing bureaucracy, minimizing errors, improving information traceability, and—above all—saving time. So much so that, according to Verified Market Reports, the market for paperless meeting software is projected to reach US$42.99 billion by 2030.

Chile has also made significant strides in this area. With public policies focused on digitization and the near-total adoption of electronic invoicing, the country stands as a regional leader in paperless initiatives. At Altafid, we understand that digital transformation is essential for success in the financial sector.

That’s why our comprehensive technology platform offers solutions that cover everything from digital onboarding to efficient portfolio management and regulatory compliance. By centralizing all operations in one place, we make it easy to automate processes and reduce paper use—promoting more sustainable and efficient practices.


A Business Philosophy

When you reflect on all this, it becomes clear that talking about onboarding and paperless is not just about technology—it’s about a new way of thinking about business. It’s about prioritizing the user experience, optimizing resources, and making decisions based on solid data.

However, going digital isn’t enough. Many companies fail because they adopt tools without a clear strategy, without an ingrained digital culture, and without committed leadership. A CRM, an e-signature platform, or an onboarding system won’t deliver results if they’re seen as mere “requirements” instead of opportunities.

At Altafid, we believe the real challenge isn’t whether to embrace digital transformation—but how to do it. What’s truly disruptive isn’t the software itself, but the mindset behind its use. Onboarding and paperless aren’t just components of our operating model; they’re part of our identity. They allow us to deliver more efficient, more human, and more relevant financial advice for today’s demands.

So tell us:
Are you still printing contracts? Still asking for documents in person? Still thinking digital transformation is just an IT project?

Digital transformation is no longer optional. It’s cultural. It’s strategic. It’s now.

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