Automated onboarding – a fast, secure, and convenient process for bank customers
Save your customers’ and employees’ time by eliminating unnecessary bureaucracy and lengthy data acquisition and verification. With our state-of-the-art onboarding tools, we enable customers to quickly and securely open an account and access bank products – completely remotely and in just a few minutes.
Why is it worth it?
Don’t let complicated processes deter customers from signing up. Our automated onboarding system will seamlessly guide users through all stages of verification, in line with KYC and AML requirements, ensuring complete security and compliance.
How does it work?
The onboarding process uses the latest technology to speed up and simplify the customer experience while meeting strict security requirements. As part of the process, all necessary documents such as contracts, statements, rules and regulations, and fee and commission tables are automatically generated, digitally signed, and made available to the customer in printable electronic form.
The customer’s data and the parameters of the products requested are reflected in the bank’s systems through their integration with the onboarding process. The customer automatically gains access to the service channels requested, such as online banking or the call center.
Key benefits of automating the onboarding process:
- Speed and convenience
A transparent, fully automated and user-friendly process increases customer satisfaction, improving the customer experience. - Increased efficiency
Ability to handle significantly more customers in less time. - Data security
Comprehensive data verification and processing in one place, following strict security requirements. - Comprehensive offering
In a single process, customers can access a wide range of banking products and services, such as checking and savings accounts, cards, or modern payment methods. - Cost optimization
The automated process reduces the bank’s operating costs.
