Onboarding for RetailProvide the next generation of banking customers with a ready-to-go shopping experience.
First Impressions Count
Continuous Client Onboarding
Boost Digital Transformation
The solution… is flexible to make changes and be able to customize according to different user group requirements.Executive Director in the Finance Industry
Extraordinary user experience… Rapid development of workflows, ability to build it front to back and straight-through across several layers of existing banking systems.Director in the Finance Industry
We have had an excellent overall experience… with both the implementation process and subsequent user acceptance and reviews.Head of Operations Strategy & Head of Family Office Services in the Finance Industry
The Onboarding for Retail OfferingLeverage Onboarding for Retail’s business components to provide personalized banking products that are always up-to-date.
1-Click RegistrationRetrieve user information from social network digital identification.
Personal ShopperVirtual ‘personal shopper’ combines data to provide intelligent product recommendations and cross-selling logic.
Products WidgetEmpower customers and employees to browse, select, and configure products intuitively and conveniently.
Identification ManagerOut-of-the-box identification tools provide customers with a straightforward onboarding experience.
Meeting SchedulerTransition from digital to physical touchpoints by providing users with convenient scheduling options.
Channel SwitcherPreserve interaction context and customer data across channels.
Client ProfilerSegment customers through configurable logic to identify their goals and offer the best products.
Signature ManagerCollect and process wet, digital, and electronic signatures with an out-of-the-box configurable tool.
The Onboarding for Retail ExperienceReady-to-go shopping means giving customers immediate access to their banking products and services. Upgrade cross-selling capabilities with smart analytics and simplified data gathering to offer tailored product recommendations throughout the client lifecycle.
Onboarding for Retail in Action
Identification ManagerCustomers can choose to identify themselves via video, by uploading their ID, or at a branch.
Meeting SchedulerCustomers can book meetings at their convenience. Meeting Scheduler finds the nearest branch with available slots and sends a calendar invitation that can be easily modified.
Products WidgetAnticipates needs with a configurable product browser that adapts to the customer’s activities, filter criteria, and promotional activities.
Our PartnersLeverage our network of leading digital system integrators and maximize your solutions to deliver outstanding customer experience.
What Do Our Customers Say?Credit Suisse’s 15 Minute Online Relationship Onboarding.
Simple, quick, convenient—and no paper involved. Includes full banking packages with all cards and services.