CUSTOMER ONBOARDING SOFTWARE
High-performance onboarding journey orchestration
Our Software as a service (SaaS) customer onboarding platform was designed for businesses that need to gain a full understanding of a customer in order to provide them with suitable financial products and services.
Create intelligent, dynamic journeys to automate application processes
PrinSIX customer onboarding software lets you:
- Interpret applicant circumstances
- Perform vulnerability and affordability checks, KYC and AML assessments
- Gain powerful data analytics capabilities
- Customise the ‘learning’ process
- Source predictive data insights
- Point and click deployment
- Share information securely
- Auto-integrate with Open Banking
- Utilize time-saving AI tools
- Integrate fintech features
- Automate the audit trail
What to consider when building a digital onboarding journey
What device is the borrower using and how can the journey be optimised to deliver the best user experience?
Most applications processes today are:
What messages need to be sent, when, and how can questions be phrased to maximise results?
What else does the decisioning engine need to know? What risks should be considered?
- Regulatory risk
- Fraud risk
- Product design / complexity
- Product eligibility
Do I need to ask for help? Who else needs to know about the status of my lender application?
Customer Onboarding Software Architecture