Overview of Customer Onboarding
Keeping a customer happy is the key to customer journey success for any business, and onboarding is the first and crucial step of the customer journey. When it comes to banking and finance, there are complex onboarding workflows & formalities such as tedious document collection, customer data enrichment & more. That's where a need for a solution that simplifies this process arises and helps organizations to create a seamless experience for customers right from the beginning.
Appcino's Customer Onboarding Application manages an end-to-end onboarding case management for any legal entities across multiple products, with configurable onboarding workflow and rich risk score evaluation capabilities.