Building an efficient customer onboarding journey is complicated
Lack of digitization
Inefficiencies due to manual data entry, document collection, verification, etc., leading to poor customer experience.
Slow adoption of new regulations
Modifying an existing journey to comply with a new regulation is time-consuming with heavy tech dependencies.
High risk of fraud
Manual document verification is prone to errors and security breaches. Tampered and forged documents might go unnoticed.
No customer audit trails
No system for tracking customer drop-offs in real time and monitoring conversions via historical insights.
Going live with an onboarding journey has never been this easy!
Drive conversions with tailored, intuitive customer onboarding
Use IDfy360’s DIY journey builder to build any journey from scratch.
Save operational costs and time by digitizing any customer journey involving multiple physical or digital checks.
Choose from our suite of 140+ APIs or integrate any third-party APIs with our drag-and-drop workflow.
Manage regulatory changes and mitigate risks ASAP
Manage onboarding, risks, and compliance on a single platform with pre-integrated e-sign, consent manager, and various checks (AML, GST, fraud, credit bureau).
Track and reduce customer drop-offs with real-time and historical insights
Our insights dashboard tracks customer drop-offs and can integrate CRMs and messaging platforms to nudge customers who dropped off.
Optimize operational effort wherever needed with real-time info on customer drop-offs due to system issues.