9+ Digital Customer Onboarding Software

Almost everything in the world today are digitized and available online. The technological advancements that all of us enjoy are the fruit of years and years of innovation. In simple tasks like shopping for groceries to complex ones like processing finances are now available anytime, anywhere through the digital landscape. Find out how financial institutions uses a software for their digital customer onboarding, and read the full article to know what this software is, its benefits, its features, the top 10 software available in the market, and the frequently asked questions by its users.


1. PassFort

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Rating: 4.8/5

Price: Custom

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2. OnlineApplication

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Rating: 4.8/5

Price: Custom

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3. Temenos Infinity

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Rating: 5/5

Price: Custom

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4. Backbase CXP

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Rating: 4.6/5

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5. QuickSign

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Rating: 5/5

Price: Custom

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6. Docupace

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Rating: 5/5

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7. Fenergo Platform

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Rating: 4.5/5

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8. Know Your Customer

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Rating: 5/5

Price: Custom

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9. Bankingly

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Rating: 5/5

Price: Custom

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10. Majenta MX

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Rating: 5/5

Price: Custom

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What is Digital Customer Onboarding Software?

Digital Customer Onboarding Software is a platform digitizing financial services companies. This software manages processes for clientele, specifically managing the on-boarding process of financial institutions. Using this software allows you to input customer data, review documents, create accounts, and facilitate user’s adoption. This software ensures a safe digital environment for your financial resources.

Benefits

Digital Customer Onboarding Software automates the on-boarding process making the process easier and less-hassle. This software ensure compliance of any regulations to avoid any problems in the future. Digital Customer Onboarding Software provides clients with digital processes in making any financial services more effective and efficient.

Features

There are different mediums to be used in maximizing this software. Among the common and important ones are verification tools and functionalities, banking software for banks, know your customer (KYC) tools, and easy to use interface for on-boarding.

Top 10 Software

1. PassFort

Compliance automation with a personal touch— PassFort. PassFort offers various services that automate KYC, KYB and AML activity, onboard customers, monitor risks, integrate data checks, and manage risks and compliance.

2. OnlineApplication

OnlineApplication makes mortgages and insurance easier, faster, and better for everyone. This highly rated platform ensures maximum compliance to any forms and elements in the process.

3. Temenos Infinity

A digital banking platform everyone needs— Temenos Infinity. Integrate digital transformation with any existing banking system.

4. Backbase CXP

Maneuver digital transformation with Backbase CXP! They give speed, quality, state-of-the art tools, and excellent customer experience to their users.

5. QuickSign

Simple onboarding process is at your reach here at QuickSign! This software as a service platform is the leader for digital onboarding of financial services.

6. Docupace

Grow productivity and profitability with Docupace! This perfectly rated platform is a revolutionary change of pace for wealth management.

7. Fenergo Platform

Reinventing customer journey through safe and proper compliance— Fenergo Platform. This software platform is trusted by BBVA, CIBC, Nab, Credet Suisse and more financial institutions.

8. Know your customer

A real-time digital KYC? Know your customer is a next-generation digital onboarding solution offering services on banking, insurance, payments, real estate, legal firms and many more.

9. Bankingly

Bankingly is a digital banking software that partners with banks, coops and other financial organizations. This software gives more satisfaction and loyalty, more efficiency, and more & better business.

10. Majenta MX

Share data, discuss data, distribute data, and audit activity with Majenta MX! This highly rated software offers fully trackable data exchange for business.

FAQs

Who uses Digital Customer Onboarding Software?

Digital Customer Onboarding Software is used by financial institutions to help manage their clientele.

Can Digital Customer Onboarding Software make processes easier?

Digital Customer Onboarding Software is created to ensure quality customer service with effective security and wide range of services. This software is created to help mimic the physical and face to face on-boarding process, but easier and better.

Is Digital Customer Onboarding Software for free?

Digital Customer Onboarding Software is priced reasonable across different software platforms. Some software platforms are free of any charge for a limited time, while a few offers free services for a lifetime.

Digital Customer Onboarding Software ensure efficient and safe financial services to different types of clients. This will give the idea of personalized service for every client as the digitalized version is easier and faster. Start your client onboarding now and choose the best on the list above.


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