To open a current account, and optionally a debit card, a new2bank customer goes through the following steps in the process:
Onboarding is a customer’s first interaction with the bank, and sets the tone for the ongoing relationship. Move away from paper-based processes and wow your customers with a digital, near-instant personalized onboarding experience. In this brave new world, first impressions count.
That’s why Fintech OS offers a fully digital and hyper-personalised retail onboarding customer journey, powered by digital automation processors: AI-enabled KYC, security and compliance, video calling, and embedded eSign.
Because that’s what the future demands.
A hyper personalised retail onboarding experience is a must to give your customers the experience they want. For every 1 point increase in a banks’ NPS, revenue increases by 3%.
- Download the package with the solution from the App Store.
- Install the package from the App Store on an environment FintechOS 126.96.36.199 with the Studio, Portal and B2C Portal configured. For details on B2C, see Setting B2C Environment.
- Have Professional Banking SysPacks v21.1.6000 installed on the aforementioned environment.
- Configure the JobServer.