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//Usecases/Omnichannel Onboarding

One Engine.

Connects Every Channel.

We unify digital, assisted, and branch onboarding into one engine, so customers, merchants, agents, and businesses experience consistency, not fragmentation. Because when channels don't talk, journeys break.

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When channels don’t talk, journeys break.

A customer starts online, but gets redirected to a branch

A merchant shares documents twice, to a DSA and an app

An agent doesn’t know where a lead got stuck

Ops runs different rules for each channel

This isn’t friction. It’s onboarding debt, and it scales faster than growth.

One flow. Many modes. Built for scale.

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Customer Onboarding

eKYC, CKYC, DigiLocker, Aadhaar XML

Assisted + DIY + branch modes

Drop-off recapture and retry flows

Risk-based nudges during journey

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Business & Entity Onboarding

MCA, GST, UDYAM + PAN cross-mapping

Promoter + entity linkage checks

Automated business account onboarding

Risk-led rule switching

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Merchant, Agent & Partner Journeys

RM/DSA-assisted flows with geo-check

CPV via DAVe, store photos, MCC prediction

Channel tagging, productivity dashboards

Frictionless onboarding even in low-digital
literacy segments

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Unified Backend

One logic across channels

Maker-checker flows, audit trails

Event-based triggers and version control

Role-based access with single source of truth

Multiple channels, one experience.

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Digital / App

Seamless journeys for individuals and merchants

Embedded checks and document collection

Smart retries, guided flow, consent & scoring

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Assisted / Agent / RM

RM/DSA-led onboarding via mobile

Custom steps per segment or product

Same backend logic as digital flows

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Branch / Field

Checklists mapped to digital journeys

On-the-spot KYC, verification & approval

Real-time sync with CRM, LMS or CBS

Voice of the customers & awards

IDfy has significantly improved our fraud prevention capabilities with accurate verification.

Kirti Patil

Kirti Patil

CTO

Exceptional accuracy and speed across verification processes.

Abhinav Puneeth

Abhinav Puneeth

Director

The platform enables seamless identity checks that scale efficiently across teams.

Sameer Jadhav

Sameer Jadhav

Vice President

With the adoption of IDfy's Background Verification Services, we were able to improve our processes significantly.

Amarendra Nath Mishra

Amarendra Nath Mishra

Group CHRO, Hero Enterprise

It has been an absolute pleasure working with IDfy over the past 4-5 years.

Devrat Singh

Devrat Singh

Senior Product Manager, Blackbuck

IDfy has significantly improved our fraud prevention capabilities with accurate verification.

Kirti Patil

Kirti Patil

CTO

Exceptional accuracy and speed across verification processes.

Abhinav Puneeth

Abhinav Puneeth

Director

The platform enables seamless identity checks that scale efficiently across teams.

Sameer Jadhav

Sameer Jadhav

Vice President

With the adoption of IDfy's Background Verification Services, we were able to improve our processes significantly.

Amarendra Nath Mishra

Amarendra Nath Mishra

Group CHRO, Hero Enterprise

It has been an absolute pleasure working with IDfy over the past 4-5 years.

Devrat Singh

Devrat Singh

Senior Product Manager, Blackbuck

IDfy has significantly improved our fraud prevention capabilities with accurate verification.

Kirti Patil

Kirti Patil

CTO

Exceptional accuracy and speed across verification processes.

Abhinav Puneeth

Abhinav Puneeth

Director

The platform enables seamless identity checks that scale efficiently across teams.

Sameer Jadhav

Sameer Jadhav

Vice President

With the adoption of IDfy's Background Verification Services, we were able to improve our processes significantly.

Amarendra Nath Mishra

Amarendra Nath Mishra

Group CHRO, Hero Enterprise

It has been an absolute pleasure working with IDfy over the past 4-5 years.

Devrat Singh

Devrat Singh

Senior Product Manager, Blackbuck