Onboarding for Retail

Provide the next generation of banking customers with a ready-to-go shopping experience.
Onboarding for Retail is a novel solution that enables banks to engage customers when and how they prefer—conveniently, reliably, and with zero wait time after signup.

Engage
Customers

First Impressions
Count

Continuous Client
Onboarding

Boost Digital
Transformation

The Onboarding for Retail Offering

Leverage Onboarding for Retail’s business components to provide personalized banking products that are always up-to-date.

1-Click Registration

Retrieve user information from social network digital identification.

Personal Shopper

Virtual ‘personal shopper’ combines data to provide intelligent product recommendations and cross-selling logic.

Products Widget

Empower customers and employees to browse, select, and configure products intuitively and conveniently.

Identification Manager

Out-of-the-box identification tools provide customers with a straightforward onboarding experience.

Meeting Scheduler

Transition from digital to physical touchpoints by providing users with convenient scheduling options.

Channel Switcher

Preserve interaction context and customer data across channels.

Client Profiler

Segment customers through configurable logic to identify their goals and offer the best products.

Signature Manager

Collect and process wet, digital, and electronic signatures with an out-of-the-box configurable tool.

The Onboarding for Retail Experience

Ready-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 Manager

Customers can choose to identify themselves via video, by uploading their ID, or at a branch.

Meeting Scheduler

Customers 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 Widget

Anticipates needs with a configurable product browser that adapts to the customer’s activities, filter criteria, and promotional activities.

Our Partners

Leverage our network of leading digital system integrators and maximize your solutions to deliver outstanding customer experience.

What Do Our Customers Say?

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Onboarding for Retail… banking that’s ready to go.
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