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Customer Onboarding

Empower your Customers/  Partners and Sales team onboard seamlessly

We Help You Create The Best Onboarding Experience

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Integrate your customers into Acquisition Journey

Our Solution gives your business an intuitive, easy-to-deploy accelerator that automates customer onboarding journey.

Simplify and automate Customer KYC and Document upload process by allowing customer/Partner to upload ID documents such as Aadhaar Card, PAN, Driver’s License, and more, right on your app or website

Apart from improving sales efficiency, cost of acquisition and Turn-Around-Time it also increases their trust in your business and keeps you competitive in a growing market.

Configure our solution for different stakeholders in the customer acquisition process:

  • Self service journey (DIY)

  • Sales & DSA assisted journey

  • Call center assisted journey

Features & Functionalities

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DIY or Assisted Customer on-boarding

360 Degree view of all customer accounts and relationships

Upload and updation of KYC and other Documents

Interactive and Intuitive Customer dashboard depicting all the important aspects of relationship

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Pre-Loan Application Data capture 

Tested and proven with leading payment gateway interfaces for easy payment options

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Integrations for personal and financial verifications

Provision to view important customer data and account status 

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Integration with Payment Gateway

360 Degree view of all customer accounts and relationships

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SMS/ e-mail based registration and MFA

Interactive and Intuitive Customer dashboard depicting all the important aspects of relationship

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Integrations with back-end systems using APIs

Tested and proven with leading payment gateway interfaces for easy payment options

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Integrations with Credit bureaus for Financial verifications

Provision to view important customer data and account status 

Solution Highlights

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Real-time Account Activation

Highly configurable User Interface

Cloud native technologies and services

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Serverless architecture for scalability 

Dynamic user pool management 

Key Benefits

Increased Revenue

Reduced Cost of Customer Acquisition

Better Branding and Visibility

Faster TAT

Accuracy of Customer Data

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