Streamline onboarding across all channels with a single, unified platform enabling banks, insurance, and NBFCs

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Onboarding journeys are Broken for Organisations Everywhere

Across industries, organizations use isolated onboarding channels and disjointed workflows, resulting in inconsistent, frustrating experiences that drive customers and other stakeholders away.

Customer Life Cycle

Affluence and risk signals from journey data and alt data are overlooked

Risk-affluence segments aren't mapped to tailored journeys, everyone gets the same generic flow

Cross-channel continuity is broken - users can't resume journeys from where they left off

Meet OnboardIQ: Unified Onboarding Across Branch, Assisted & Digital

OnboardIQ is a unified, intelligence-led platform that enables your teams and channels to deliver intelligent, immersive, and trustworthy conversations across every onboarding journey

Assisted Onboarding

Assisted Onboarding

  • Application for RMs, DSAs, and VLEs to onboard any customer type
  • Create leads and onboard for any product
  • Guided workflow for error-free onboarding
Branch-Based Onboarding

Branch-Based Onboarding

  • QR display in branch for customers to scan
  • Self-service or assisted journey options
  • Guided workflow for error-free onboarding
DIY Onboarding

DIY Onboarding

  • Complete end-to-end onboarding via web-based journey
  • Works on any device with intuitive interface
  • Guided steps with clear product information

Seamless Onboarding, Zero Compromise

Streamline customer and employee verification while staying secure, compliant, and conversion-focused

KYC API Suite

Suite of APIs for identification and verification, designed to integrate with your workflows

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Video Solutions

Accelerate customer onboarding with IDfy’s Video KYC. Seamless, compliant, and designed to help you convert more customers faster

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Background Verification

Step into the future of employee onboarding – AI-powered, fraud-resistant, and privacy-first. Stay ahead of evolving threats

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IDfy 360

Launch onboarding in just 1 day with IDfy360 – no-code, end-to-end, and designed to boost conversions and revenue

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Reimagine Onboarding Across Different Products and Journeys​

Tailored journeys for every segment. Unified control for you.

Banking

Banking

Liabilities Onboarding journeys for Current Accounts and Savings Accounts

FMCG

FMCG

Retailer/Distributor Onboarding, Vendor Monitoring, Frontline Employee Authentication

NBFC

NBFC

Pre-LOS Solicitation Engine for Go / No-Go signals, Loan Onboarding journeys for PL, Gold Loans, and CD Loans

Insurance

Insurance

Direct Sales Enablement, Agent and Customer Onboarding, Pre-Issuance Verification, Underwriting Cross & Up-Sell, Hospital Due Diligence, Vehicle & Driver Due Diligence

eCommerce/Logistics

eCommerce/Logistics

Seller Onboarding, Vendor Monitoring, Driver Partner Authentications

Payments

Payments

Onboarding, Enhanced Due Diligence, Activation, Cross & Up-Sell, Periodic KYC Updation

Customers

Customers

Onboarding, Underwriting, Activation & Engagement, Monitoring

Smarter Signals.
Safer Growth.
Stronger Compliance.

Uncover affluence and detect risk early. Drive smarter growth from day one.

Maximise Onboarding Value Maximise Onboarding Value

Maximise Onboarding Value

Leverage hidden wealth signals at onboarding to upsell and cross-sell tailored product bundles to high-value customers

Equip Frontline for Impact Equip Frontline for Impact

Equip Frontline for Impact

Equip frontline teams with real-time insights on customer risk and wealth to deepen engagement and maximise lifetime value

Strengthen Portfolio Quality Strengthen Portfolio Quality

Strengthen Portfolio Quality

Use affluence indicators and early risk flags to match customers with the right products—balancing growth with portfolio quality

Unify Customer Insights Unify Customer Insights

Unify Customer Insights

Break down silos across RM, branch, DSA, and digital channels to deliver real-time views of customer value and risk in a single flow

Ensure Smooth Integration Ensure Smooth Integration

Ensure Smooth Integration

Adapt across products and channels seamlessly, driving compliant, consistent experiences without adding operational burden

Built for DPDP Compliance Built for DPDP Compliance

Built for DPDP Compliance

Designed to meet DPDPA 2023 privacy standards, ensuring robust data protection and governance by default

Ready to transform
onboarding?

See how OnboardIQ helps you drive conversions, reduce drop-offs, and deliver personalised, compliant journeys across every channel

Get Demo Download the Master Guide