
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