Digital Onboarding. Faster. Smarter. Compliant.
CX Onboard empowers bank users with intelligent workflows, real-time verification and seamless integrations to onboard customers quickly while ensuring compliance and delivering an exceptional customer experience.
Built for speed, compliance and scalability to deliver superior onboarding across multiple channels.
Key capabilities
Screens and data fields are dynamically rendered from configurable table-driven definitions, enabling rapid business change without application code modifications.
Design and configure onboarding journeys with a no-code workflow builder that reflects products, policies and customer needs.
Define user roles and permissions for secure access, clear accountability and segregation of duties.
Contextual in-app notifications and alerts keep users informed of task assignments, status updates and approvals in real time.
Pre-built APIs integrate with core banking, AML, KYC providers and other enterprise systems.
Real-time dashboards and reports provide operational and business insights for better decisions.