CX Requirements

Getting Started

Following the Prove Standard℠ CX requirements outlined in this guide maximizes your ROI with Prove Pre-Fill® and takes guesswork out of key design decisions.

To review Prove Standard℠ Pre-Fill® screen requirements when implementing without MobileAuth℠, complete the following steps:

• Navigate to the Prove Self-Service Portal and login or create account.
• Select Integrate Pre-Fill now button.
• Select New Project and name it or select a project previously created.
• Navigate through the Pre-Fill® CX screens!

Overview

Following Prove’s CX requirements is essential when building the Pre-Fill experience for several key reasons:

• Minimizes Friction: Clunky onboarding processes directly impact customer conversion rates and results in a negative experience. The Prove Standard lays out key data fields to collect, and we strongly recommend limiting additional fields beyond Prove Pre-Fill® requirements to the very minimum required for approval.
• Drives CX Simplicity and Clarity: Keeps your onboarding process straightforward with concise language and visual design to avoid overwhelming users with too much information or too many steps. We’ve laid out our recommended CX guidelines to take the guesswork out of the process.
• Establishes Security and Trust: Highlights the security measures in place to protect users’ personal information - clear T&Cs, privacy policies, and how their data is used help establish user trust and a clear understanding of what they opt-in to.
• Meets Compliance & Regulatory Needs: Ensures that your onboarding process complies with relevant regulations and legal requirements. With our deep experience deploying solutions in some of the most regulated industries - e.g., financial services - following our recommendations can help avoid compliance gaps.

📘

Self-Serve

For the option, please contact your sales representative.