Onboarding
Turn onboarding into a competitive edge
Boost revenue and lower acquisition costs with automated, omnichannel onboarding journeys. AI helps you optimize every step, from streamlined applications and instant verification to personalized product selection. This means higher conversion, better product uptake, and a smoother experience from day one.
Are your onboarding experiences costing you business?
When onboarding feels disjointed or takes too long, your costs skyrocket and customers go somewhere else. Fragmented systems and manual workflows make it hard to deliver the smooth, efficient experience today’s customers expect. And when complex products and services require human support, disconnected tools create even more delays, frustration, and lost opportunities.
14x
higher acquisition costs for non-automated processes, compared to digital-first ones
70%
of customers abandon the onboarding process after 20 minutes
90 days
nearly half of all new accounts do not survive beyond the first three months
Deliver outstanding onboarding journeys
Make onboarding fast, flexible and personalized
Onboard in minutes
Accelerate digital and omnichannel onboarding with AI-driven flows that remove friction at every step. Pre-fill data, streamline tasks, and let customers start, stop, and resume anytime — on any channel, any device.
Collaborate seamlessly
Give clients and employees a shared digital workspace that keeps onboarding moving. AI surfaces next-best actions, clears roadblocks, and provides full visibility into tasks, status, and progress so everyone stays aligned and in sync.
Design once, adapt everywhere
Build tailored onboarding experiences using a modular library of journeys, workflows and banking capabilities. Customize by product, channel, or segment and reuse what works to scale faster.
Boost product adoption from day one
Use real-time data and AI to recommend the right mix of products and services during onboarding. Deliver personalized offers that increase adoption, deepen engagement, and set the stage for long-term loyalty.
Consistent, unified loan origination across all customer segments
Commercial onboarding
Speed up onboarding for complex products and services like loans, treasury, and commercial payments. Use shared workspaces to streamline collaboration between clients, RMs, and internal teams. Leverage AI to surface next steps and recommend additional services based on needs and behavior.
Private banking onboarding
Deliver seamless onboarding for individuals, family offices, and complex entities with guided, hybrid journeys. Use branded digital prospect lounges to make a strong first impression, and enable real-time collaboration between clients and relationship managers to complete onboarding efficiently..
Wealth management onboarding
Simplify onboarding across all client segments—from mass affluent to ultra high net-worth—with guided digital and hybrid journeys. Cover everything from KYC and suitability profiling to account setup, and give advisors shared workspaces to collaborate in real time and tailor portfolios to client goals.
