Architecting Digital Transformation
Customer Onboarding
Empower your Customers/ Partners and Sales team onboard seamlessly
We Help You Create The Best Onboarding Experience
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:
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Self service journey (DIY)
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Sales & DSA assisted journey
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Call center assisted journey
Features & Functionalities
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
Pre-Loan Application Data capture
Tested and proven with leading payment gateway interfaces for easy payment options
Integrations for personal and financial verifications
Provision to view important customer data and account status
Integration with Payment Gateway
360 Degree view of all customer accounts and relationships
SMS/ e-mail based registration and MFA
Interactive and Intuitive Customer dashboard depicting all the important aspects of relationship
Integrations with back-end systems using APIs
Tested and proven with leading payment gateway interfaces for easy payment options
Integrations with Credit bureaus for Financial verifications
Provision to view important customer data and account status
Solution Highlights
Real-time Account Activation
Highly configurable User Interface
Cloud native technologies and services
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