Digital Customer Onboarding (eKYC)

Our Customer Onboarding Teams Application provides a simplified user interaction process with easy-to-use digital assistants and forms to achieve quick and complete onboarding for customers and employees alike. It also enables a method of deploying document & video verification methods to speed up the approval workflows.

The service will help Simplify the processes of Front Line Workers who are directly interacting with customers and performing the onboarding process. 

Namely - 

Prospect Management - Seamless customer records, search & workflow statuses 

Gather data from customer - Meeting schedule, Digital forms for capturing customer info

Document Management - Automated fetching & storing of the customer documents 

Approval workflows - Seamless single or multi-level approvals

Remote video verification - recording of customer verification

Tracking progress through statuses - Onboarding application progress”

The Product will provide the following Deliverables -  

o Process Discovery

o Product - Process fit

o Phased Rollout Plan 

o Product Configuration 

o Phased Rollout 

o Key Metrics & Feedback

o Improvements Rollouts if any

o Product Support 

o Key Metrics