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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
  • Ensure smooth onboarding with our customer onboarding solution. Build strong relationships with your prospects and convert them into your customers.

  • Easily fill out forms through a user-friendly interface and no more hassle of paperwork or lengthy processes.

  • Have an Omni Channel platform offering a range of features like tailored onboarding process according to your specific business requirements

Features & Functionalities

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DIY or Assisted Customer on-boarding
Empower your customers to onboard themselves independently
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Integrations for personal and financial verifications
Integrations with various 3rd party services for personal and financial verifications
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Upload and Updation of KYC and other Documents
Provision to upload and update KYC and other documents
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SMS/ e-mail based registration and MFA
Multi-factor User authentication and registration
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Pre-Loan Application Data capture 
Pre-loan Application data capture of customers
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Integrations with back-end systems using APIs
Integrations with backend systems using APIs

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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