Customer Onboarding Demo

See Our Solution in Action

When filling out an application for a new online account, first impressions are important – and you probably won’t get a second chance. You don’t want to ask too many questions, and yet, you can’t afford to permit fraudulent accounts. So how do you get the information you need in a respectful way?

This demo shows you how Ephesoft can automatically capture all required documents, including government issued identification using a mobile device, extract relevant data fields and automatically submit the needed data to your application approval process.

You will learn:

  • How customers can use their mobile to capture documents for account creation
  • How government issued IDs can be captured and data extracted
  • How application forms can be automatically captured, classified and sent into your approval workflow
  • How internal notifications and approvals can be set up

Demo Video

Customer Outcome

Customer Onboarding Time

One large bank in the UK digitally transformed their corporate customer onboarding process using Ephesoft’s platform. Their onboarding dropped from 30 days to 7 days, improving the client experience.

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