Transform Onboarding
from a Cost Center to a Revenue Driver
Streamline onboarding across all channels with a single, unified platform enabling banks, insurance, and NBFCs
Onboarding journeys are Broken for Organizations Everywhere
Across industries, organizations use isolated onboarding channels and disjointed workflows, resulting in inconsistent, frustrating experiences that drive customers and other stakeholders away.
Lack of affluence and risk signals from journey data and alt data
Risk-affluence segments aren't mapped to tailored journeys, resulting in generic flows for everyone
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
Enable real-time customer insights for RMs, DSAs, and VLEs
Drive tailored conversations based on profile
Streamline workflows to reduce errors and drop-offs
Branch Based Onboarding
Offer OR-based access to profile-aware journeys
Deliver self-serve or assisted flows based on customer type
Improve efficiency by reducing queue times and enhancing experience
DIY Onboarding
Power end-to-end digital onboarding with smart guidance
Adapt interface dynamically to user profile for ease and clarity
Guide customers with clear product information to drive completion
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
Video Solutions
Accelerate customer onboarding with IDfy’s Video KYC. Seamless, compliant, and designed to help you convert more customers faster
Background Verifications
Step into the future of employee onboarding – AI-powered, fraud-resistant, and privacy-first. Stay ahead of evolving threats
IDfy 360
Launch onboarding in just 1 day with IDfy360 – no-code, end-to-end, and designed to boost conversions and revenue.
Reimagine Onboarding Across Different Products and Journeys.
Banking
Liabilities Onboarding journeys for Current Accounts and Savings Accounts
FMCG
Retailer/Distributor Onboarding, Vendor Monitoring, Frontline Employee Authentication
NBFC
Pre-LOS Solicitation Engine for Go / No-Go signals, Loan Onboarding journeys for PL, Gold Loans, and CD Loans
Insurance
Direct Sales Enablement, Agent and Customer Onboarding, Pre-Issuance Verification, Underwriting Cross & Up-Sell, Hospital Due Diligence, Vehicle & Driver Due Diligence
ECommerce/Logistics
Seller Onboarding, Vendor Monitoring, Driver Partner Authentications
Payments
Onboarding, Enhanced Due Diligence, Activation, Cross & Up-Sell, Periodic KYC Updation
Customers
Onboarding, Underwriting, Activation & Engagement, Monitoring
Smarter Signals. Safer Growth. Stronger Compliance.
Uncover affluence and detect risk early. Drive smarter growth from day one.
Equip Frontline for Impact
Empower frontline teams with real-time wealth and risk insights to maximize customer lifetime value.
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
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
Adapt across products and channels seamlessly, driving compliant, consistent experiences without adding operational burden
Voice of the Customers & Awards
Exceptional accuracy and speed across verification processes.
Abhinav Puneeth
Director
IDfy has significantly improved our fraud prevention capabilities with accurate verification.
Kirti Patil
CTO
The platform enables seamless identity checks that scale efficiently across teams.
Sameer Jadhav
Vice President
A reliable system that ensures compliance without compromising user experience.
Ankit Shah
Head of Risk
Fraud detection and verification workflows have become effortless using IDfy.
Rohit Mehta
Product Lead
The checks and verifications built in IDfy's help us identify and prevent fraud at source to a large extent.
Sneha Kapoor
Operations Manager
Exceptional accuracy and speed across verification processes.
Abhinav Puneeth
Director
IDfy has significantly improved our fraud prevention capabilities with accurate verification.
Kirti Patil
CTO
The platform enables seamless identity checks that scale efficiently across teams.
Sameer Jadhav
Vice President
A reliable system that ensures compliance without compromising user experience.
Ankit Shah
Head of Risk
Fraud detection and verification workflows have become effortless using IDfy.
Rohit Mehta
Product Lead
The checks and verifications built in IDfy's help us identify and prevent fraud at source to a large extent.
Sneha Kapoor
Operations Manager
Exceptional accuracy and speed across verification processes.
Abhinav Puneeth
Director
IDfy has significantly improved our fraud prevention capabilities with accurate verification.
Kirti Patil
CTO
The platform enables seamless identity checks that scale efficiently across teams.
Sameer Jadhav
Vice President
A reliable system that ensures compliance without compromising user experience.
Ankit Shah
Head of Risk
Fraud detection and verification workflows have become effortless using IDfy.
Rohit Mehta
Product Lead
The checks and verifications built in IDfy's help us identify and prevent fraud at source to a large extent.
Sneha Kapoor
Operations Manager