Shift Your Focus from Administrative Tasks to Revenue-Generating Activities
Our onboarding capability automates the complex and time-consuming onboarding process including KYC. It dynamically guides Relationship Managers through each step, pre-populating appropriate information, collecting additional data (including KYC-specific data), and automatically generates and sends personalized, completed forms to the appropriate parties.
Leverage Dynamically Branching Workflows to Help You Drive Accuracy and Efficiency
To expedite daily tasks, this functionality:
- Provides Relationship Managers with only the required form fields for data capture, and automatically launches appropriate workflow tasks and activities
- Notifies Relationship Managers when approvals are ready, and, when necessary, escalates approvals based on configurable business rules
- Tracks the application history and approval status to provide visibility to all stakeholders
The Value that Our Onboarding Feature Can Provide You
- Enable Relationship Managers to provide personalized service by focusing on their client’s needs and helping them meet their goals
- Speed up time-to-revenue by streamlining the process from data entry to approval
- Demonstrate compliance with regulatory requirements by embedding the latest data capture requirements
- Guide users through data collection and documentation
And that’s just tip of the iceberg!