Embark on a simplified

Customer Onboarding Journey

Seamless Onboarding, Transparent Processes, Informed Decision-Making

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Customer Onboarding Overview

Unlock multichannel onboarding for savings, current, and NRI accounts with Ospyn’s customer onboarding suite. Equipped with an array of advanced features and user-friendly interfaces, the suite simplifies the onboarding process for customers while providing invaluable insights to the financial institution. Ospyn’s Customer Onboarding system incorporates advanced AI and ML technologies to facilitate various processes, streamline document verification, KYC compliance, and risk assessment, enhancing efficiency.

Omni Channel Support

Real Time Tracking And Notifications

Compliance with KYC regulations

Dynamic form generation

Integration with existing core systems

Data encryption and compliance

Analytics, audit trails and reporting insights

Interactive self-service modules

User-friendly interface and automated workflows

Personalized customer-centric communication

AI and ML based automations

REST APIs for faster integration

Self-onboarding Portal

The self-onboarding portal empowers customers to independently initiate and streamline the onboarding process in a more convenient approach. It allows customers to upload their KYC documents online, eliminating the need for in-person branch visits. It empowers the customers to begin their account opening journey from the comfort of their homes via a user-friendly public portal accessible from personal systems. This not only simplifies the otherwise complex onboarding process but also elevates the digital experience and customer satisfaction.

Portal Integration

Seamlessly integrate the self-services portal link to the bank’s website for convenient customer access.

Configurable E-Forms

Seamlessly integrate the self-services portal link to the bank’s website for convenient customer access.

Authentication

Validate customer mobile numbers and email addresses within the portal for security and accuracy.

Document Upload

Enable customers to upload essential KYC documents, including identification, proofs, contracts, and other necessary data through the portal.

Automated Workflows

Automate the flow of customer data, directing it to the branch for verification, validation, compliance checks, and follow-up actions as required.

Alerts and Notifications

Trigger notifications to keep the customers informed about updates, discrepancies, and approval statuses.

Integration

The portal comes with integration APIs to connect CRMs, databases, and other internal softwares, streamlining the onboarding process and maintaining data consistency.

Secured Processing

Secured data transfers and encryption protocols to safeguard sensitive customer information and ensure compliance with privacy regulations.

User-Friendly Interface

Provides a user-friendly interface for customers, making it easy for them to submit the necessary information and complete required tasks.

Lead Management

Enables smooth transfer of web portal-generated leads to branches, empowering branch users to effortlessly convert leads into accounts during the onboarding process.