Digital Onboarding

From interest to account opening, in a single digital experience. Reduce enrollment time and onboarding risk with a secure process for individual and business customers, across financial and insurance products.

One platform. Multiple products.

A unified set of onboarding solutions to simplify enrollment across financial and insurance products, with security and speed.

Accounts

Accounts

Your customers open deposit accounts from the app or the web. Identity verification, document validation and approvals are automated so the account is activated without friction.

Credit Cards

Credit Cards

Applications with automatic data capture, eligibility checks and risk controls, for faster approvals.

Loans

Loans

Digitize the application end to end. Less paperwork, faster decisions and visibility into every case throughout the credit cycle.

Certificates of Deposit

Certificates of Deposit

Digital opening with clear terms, automatic validations and a secure process that builds trust from the start.

Insurance

Insurance

From quote to policy issuance, fully digital. It simplifies data and document capture and speeds up validations for auto, travel, health, home, life, pet insurance and more.

Security from the first interaction

Document validation

Reading and verification of the ID document, front and back.

Liveness check

A biometric selfie in seconds to confirm applicants are who they say they are.

Built-in KYC checks

Customer checks run within the same flow, with no extra manual steps.

BackOffice management

Your team tracks every application and enrollment, individual or business, from one place.

More customers, less friction

Shorter enrollment

Customers complete the process without visiting a branch.

Lower onboarding risk

Identity and documents verified before the product is activated.

A first impression that matches your brand

A seamless, branded experience from the first click.

Walk through the onboarding journey with us

Schedule a demo and see how Digital Onboarding can accelerate customer acquisition at your institution.

Request a Demo