Modernise digital onboarding for financial services with a purpose-built solution for the industry. Lead with positive-first impressions and reduce onboarding abandonment by simplifying the application process with data and AI. Reduce costs on a traditionally labor-intensive process with automation and integration.
Offer a frictionless onboarding experience for your customers, internal users, and IT.
Onboard customers right from your CRM, in the context of all your customer data. Start new financial relationships by delivering customer-centric experiences, all on one platform. Truly get to know customers — beyond KYC details.
Easily deploy customer experiences on our digital experience platform, or leverage pre-configured APIs to sync Salesforce to your own mobile or web experiences.
Reduce friction in completing the onboarding process by automatically providing the right disclosures and consent forms based on the financial relationship at hand. Allow customers to sign forms right then and there with a secure, digital signature.
Stay vigilant around know-your-customer compliance. Integrate with third-party identity verification and screening providers of choice to evaluate customer information from the discovery process. Trigger next steps and decisioning based on returned results.
Reduce time-to-onboard and manual steps with automation. Set up intelligent workflows, whether it's straight-through processing, or more complex onboarding scenarios with parallel processes and manual checkpoints along the way.
Promote transparency on onboarding process stages and screening outcomes. Manage stage requirements to increase control over a complex process.
Accelerate your onboarding implementation with out-of-the-box solutions for end-to-end onboarding in financial services. Leverage prebuilt data models, integrations, and sample discovery process frameworks.
Manage intelligent discovery processes with clicks not code. Create a single-source-of-truth for questions to surface across different discovery processes. Deploy through any channel and post customer data back to Salesforce.
Easily connect to third-party systems necessary for your onboarding process using no-to-low-code configuration. Use predefined integrations with leading identity verification and screening providers, and with core systems for account origination.
Quickly launch data-powered sites, portals, and apps, connected across the customer journey.
Personalise customer experiences and optimise each campaign with data-first solutions for any channel and device.
Bring together the right people, information, and tools to drive business.
Drive predictable revenue with analytics and AI for organisations.
Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.
The world’s leading enterprise cloud marketplace of proven apps and experts. Easily find financial services solutions that are right for you.
Activate all your customer data across Salesforce applications.
Get in touch today and our experts will guide you through the process step by step:
Our number one priority is to deliver world-class wealth management services. For us, this meant we needed to enhance our client and advisor experiences by moving away from inefficient and manual processes.
Greg BeltzerHead of Technology, RBC Wealth Management – U.S.
Deliver connected and personalised experiences to customers with automation.
Customise experiences and simplify onboarding to strengthen relationships, generate referrals, and scale fast.
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Learn how Salesforce for financial services empowers customers' financial success.
Our client onboarding for financial services solution offers an end-to-end digital solution – from data collection experiences to KYC checks and account origination. It provides out-of-the-box capabilities to get started, and is fully customisable to ensure your onboarding process fits your brand.
Our customers have found that our onboarding solution helps boost customer satisfaction ratings, reduce onboarding attrition and stagnation, and lower onboarding costs from time spent to technology spend.
Consider if the solution spans the customer lifecycle, or just onboarding. You may consider a no/low configuration for easier building and maintenance, based on technology resources. Much of onboarding requires data or processes from other systems, so consider the ability to integrate the platform.
Our solution can help improve the customer experience by streamlining the application process, making the internal process more efficient, and reducing the number of systems involved.
