Customer Onboarding

Streamline your customer onboarding process to
improve the customer engagement & process efficiency

Customer Onboarding

Streamline your customer onboarding process to improve the customer engagement & process efficiency

Customer Onboarding

Overview

Customer onboarding is a B2C responsive web application designed to increase your customer engagement and process efficiency.

By using this web application your customers can get access to their wealth portal to manage their details, portfolio, and documentation.

In addition, this web app can be integrated with DocuSign to digitize the complete customer onboarding process.

Key Solution Capabilities

  • Portal- Example of a secured customer facing portal

  • Docusign- Digitally sign documents required for onboarding

  • Experian- Perform credit checks on new customers

  • This model has been built to be easily extendable and contains a few core functions that all wealth management platforms require:

    • RegisterHelper helps to capture the clients email and password.

    • Activity – Used to store a history of all events that occur for a client.

    • RequiredDocument – This document controls the rules around when certain document types are required.

    • VerifyDocuments – This entity is used in the review process for verifying the documentation and evidence given by the client.

    • VerifyOccupation – This entity is used in the review process for verifying the occupation of the client.

    • VerifyInvestigations – Used during the review process by an agent when checking the Score/Sanctions information.

Customer Onboarding Key Solution Capabilities

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