All-in-one app to manage an end-to-end onboarding case management for any legal entities across multiple products, with configurable onboarding workflow and rich risk score evaluation capabilities.
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..... Read More
Bulk documentation -There is a lot of documentation involved in the customer onboarding process, and verifying things like identity proofs is a cumbersome task. High manual steps result in incorrect verification of documents....Read More
Expedite the onboarding time for legal entities across products & services, thereby improving customer experience.Read More
With more manual tasks being done in automated steps, it reduces the manual steps and costs incurred on each onboarding case, thereby reducing operational costs significantly..Read More
With easy to modify the onboarding journey for different products, the IT support is to be less involved, thereby reducing the total cost of ownership.Read More
Customers only need to provide the information not available within the organization or publically, with faster onboarding experience results in happier & loyal customers..Read More
Assign onboarding case to the right user based on complexity, risk score, or any other custom configurable rules.
An interactive dashboard of customer onboarding case displaying all the information captured at various phases and evaluated risk profile and process tracking for the customer.
Use or change pre-configured and pre-on-boarding questionnaires or create your own for KYC or other custom purpose and expose it at any stage of the onboarding workflow.
Configure phase steps, questionnaires, workflows for different legal entities & products as required, including any automation rules, required document configurations, escalation management, and dynamic assignments.
Automatically capture publicly available information of the customer and automatic detection of any discrepancies between information obtained against any legal type vs. captured in the system.
Define the different risk score conditions on different sections of data capture along with questionnaires to calculate the risk scores across different products & services for onboarding cases.