mobileapplicationforagents
Embark on a simplified
Customer Onboarding Journey
Seamless Onboarding, Transparent Processes, Informed Decision-Making
Centralized KYC (CKYC)
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
Mobile Application for Agents
Customer onboarding mobile application simplifies the account opening process for customers through a seamless mobile and tablet application. This comprehensive solution empowers bank agents and business correspondents to initiate and complete the onboarding of customers from their preferred locations, leveraging the convenience of mobile devices. The Agent assisted onboarding solution transforms the customer onboarding experience by combining mobility, efficiency, and security in one user-friendly package.
Agent Application
The dedicated mobile app for agents facilitate onboarding at the comfort of customers’ location and place, allowing agents to collect customer data, perform verifications and provide services at ease.
Remote Accessibility
Operates seamlessly even in low-bandwidth areas, ensuring that customers in remote locations can access banking services without any hindrances.
Aadhaar and PAN Integration
Aadhaar and PAN-based onboarding with robust validation checks, ensuring customer satisfaction and regulatory compliance.
Real-time Verification
Real-time deduplication, negative list screening, and risk profiling of customers even through mobile onboarding to assess potential risks.
Lead Management
The solution enables agents to mark lead generation and closure details for each customer request, facilitating streamlined internal assessment and efficiency of the sales pipeline.
Convenient Onboarding
Customers can initiate the onboarding process from their preferred location on any device with the help of an agent. The mobile and tablet application provide a user-friendly interface, ensuring a smooth and hassle-free experience.
Effortless Onboarding Experience
Customers have the flexibility to initiate the onboarding process from their preferred location using any device, assisted by an agent. The mobile and tablet applications offer a user-friendly interface, guaranteeing a seamless and trouble-free experience.
Geo-coordinate Capture
Capability for capturing geo-coordinates during the onboarding process.
Mobile Document Capture
Enables agents/users to enter customer profile sheets and capture KYC documents using the device camera, restricting document uploads from the mobile device gallery.
Save and Resume Capability
Enables agents/users to save application forms and resume from where they left off for effortless and continued activities
