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Customer Onboarding Coordination

Flawless onboarding to drive acquisition and retention.

A key competitive advantage in financial services is the ability to provide offerings that can be quickly and cost-effectively configured to meet customer requirements—both during the initial on-boarding process and throughout the customer journey. With intense pressure on cost reduction, an increasingly dynamic regulatory environment, siloed divisions, inflexible legacy technology and manual processes, financial institutions face significant challenges in meeting these growing customers needs.

Forward thinking financial institutions are deploying a customer-centric approach to onboarding that spans across information capture, identification, verification and fulfillment for multiple products and transactions.

Features at a glance:
  • Integrate disparate data sources and enable a client-centric approach
  • Automate and streamline work by eliminating silos
  • Enforce compliance and generate an audit trail to assure quality