eBook


A Better Way to Onboard Customers

Elevating Customer Experience in Financial Services with Intelligent Document Processes

As Gartner summarized in a recent report: “Financial services providers must remember that, from customers’ viewpoint, onboarding is a necessary evil to get to their ultimate goal of a desired financial outcome or increased business success through using bank products and services.”

And customer expectations of technology in financial services are high. The phenomenal advances in mobile technology over the past decade mean that customers are accustomed to having almost everything at their fingertips.

Anyone involved in customer onboarding, particularly in a financial services organization, will be only too aware that the reality is very different. Aside from the credit checking requirements, the anti-money laundering (AML) and know your customer (KYC) regulations involve a raft of checks and controls that are frequently still handled manually.

This eBook explores how you can easily improve customer onboarding processes with AI and supervised machine learning technologies.

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