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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
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  • 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
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Integration with Payment Gateway
360 Degree view of all customer accounts and relationships
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Upload and Updation of KYC and other Documents
Interactive & Intuitive Customer dashboard depicting all the important aspects of relationship
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SMS/ e-mail based registration and MFA
Interactive & 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 with back-end systems using APIs
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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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
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Highly configurable User Interface
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Cloud native technologies and services
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Serverless architecture for scalability 
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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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