Onboarding

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 you 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 you with only the required form fields for data capture and automatically launches appropriate workflow tasks and activities
• Notifies you when approvals are ready, and when necessary, escalates approvals to other users (based on configurable business rules)
• Tracks application history and approval status to provide visibility to all stakeholders

The Value that Our Onboarding Module Can Provide You

• Enables you to provide personalized service by focusing on your client’s needs and help 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

And that’s just tip of the iceberg!