Customer and Account Onboarding

Customer and Account onboarding being the critical first step in acquiring a new customer is a tightrope walk between providing superior customer experience and meeting compliance requirements. FinFlowz makes it simple by

  • Capturing customer data and documents on a single screen giving the banker choice to transact
  • Tracking conversion ratio from lead to customer
  • Tracking time taken for each stage of the process
  • Seamlessly integrating with leading core banking and back office systems
  • Integrating with credit bureaus
  • Understanding the customer profile for cross-selling and up-selling