Omni-channel nature
You clients expect flexibility and access to banking services at any place and time. Our onboarding allows them to start registration in a given channel and then continue in another – in exactly the same place where they stopped, whether in a bank division, electronic banking, mobile application or a call center. Both the clients and bank officers have regular insight into application status in real time and may follow their progress on a regular basis.
Processing of applications – automation and effectiveness
Automated onboarding is not only convenient for clients but also saves time and resources for the bank. Advisors can concentrate on key actions and relation with the clients instead of wasting their time on manual processing of applications. The system automatically exchanges data, generates notification of subsequent process steps and informs employees of the tasks that necessitate their response. As a result, they can monitor the progress of applications on a regular basis, respond to unexpected situations and improve client support in real time. Full transparency of the process and advanced management of rights guarantee the highest level of security, whereas the possibility to audit operations facilitates control.
Security and regulatory compliance
Ferryt-based onboarding guarantees regulatory compliance while eliminating the risk of fraud and ensuring the protection of clients’ data. All verification steps are automated which raises effectiveness and enables the process to be finished in a couple of minutes.
Access to forms may be secured with the login function and the signing of documents as such, preceded by identity verification, may be effected electronically – by authorization using an advanced signature, qualified signature or a text message code.
Integration with bank systems
Our solution ensures easy integration and smooth data exchange with bank systems as well as external sources and identification solutions. Integration with the central bank system enables bilateral information exchange – as a result, an advisor has access to all the necessary data, documents and messages in one working environment, without having to switch to other systems.
Flexibility of the solution
The solution ensures complete flexibility in developing the processing paths while enabling the onboarding to be adjusted to individual bank requirements, current regulations and clients’ expectations. Thanks to modular architecture, the system allows dynamic configuration of the registration stages, modification of verification procedures as well as personalization of user paths by optimizing them in terms of efficiency.
