Agentic Customer Journeys for Banks
AI-first Omnichannel Customer & Group Onboarding Solution
Create, customize, and manage account opening solutions with Newgen’s AI-powered solutions for multiple account types. Enable a frictionless deposit account opening journey with an omnichannel, digital-first experience and create the perfect first impression. Onboard new customers in minutes through any channel, anytime, anywhere.
“Newgen’s digital account opening solution reduced our onboarding time by 40% and boosted customer satisfaction significantly. Its automation and seamless integration have been game-changers for us.”
Chief Digital Officer, Leading Indian Bank
Key Features of Newgen’s Agentic Journeys for Customer Onboarding Solution
Multi-Account Onboarding for Faster, Smarter Customer Acquisition
Leverage AI to streamline the onboarding of diverse account types, including Savings, Current, Salary, Student, and Time Deposit accounts, across individuals, groups, and businesses. Leverage our intelligent solution that automates verifications, decisioning, and data population to enable seamless, scalable onboarding journeys using purpose-built AI Agents. With end-to-end AI-driven account opening, achieve faster acquisition, lower risk, and enhanced customer satisfaction.
AI/ML Powered Intelligent Decisioning and Risk Assessment
Harness AI Agents to perform real-time risk classification and dynamic assessment during onboarding. Newgen’s Intelligent Credit Decisioning Engine uses predictive models and rule-based logic to guide prompt-driven, evidence-backed conversations, streamlining the loan lifecycle from pre-qualification to disbursal with precision and speed.
Account Maintenance Automation
Leverage our multi-agent framework, which utilizes specialized agents to enhance efficiency and data security while offering a user-friendly interface and robust API capabilities. Enhance customer experience with automated and seamless Account Maintenance and Management solutions provided by Newgen, including Address updates, Re-KYC, and Contact Number updates, etc.
GenAI-powered Account Opening and Management Transformation
Reimagine account onboarding and management with NewgenONE Marvin, using GenAI, unlock customer behavioral insights, AI-led document generation, intelligent query handling, process automation, and advanced analytics for faster decisions, improved compliance, and superior customer experience.
Multi-Account Onboarding for Faster, Smarter Customer Acquisition
Leverage AI to streamline the onboarding of diverse account types, including Savings, Current, Salary, Student, and Time Deposit accounts, across individuals, groups, and businesses. Leverage our intelligent solution that automates verifications, decisioning, and data population to enable seamless, scalable onboarding journeys using purpose-built AI Agents. With end-to-end AI-driven account opening, achieve faster acquisition, lower risk, and enhanced customer satisfaction.
AI/ML Powered Intelligent Decisioning and Risk Assessment
Harness AI Agents to perform real-time risk classification and dynamic assessment during onboarding. Newgen’s Intelligent Credit Decisioning Engine uses predictive models and rule-based logic to guide prompt-driven, evidence-backed conversations, streamlining the loan lifecycle from pre-qualification to disbursal with precision and speed.
Account Maintenance Automation
Leverage our multi-agent framework, which utilizes specialized agents to enhance efficiency and data security while offering a user-friendly interface and robust API capabilities. Enhance customer experience with automated and seamless Account Maintenance and Management solutions provided by Newgen, including Address updates, Re-KYC, and Contact Number updates, etc.
GenAI-powered Account Opening and Management Transformation
Reimagine account onboarding and management with NewgenONE Marvin, using GenAI, unlock customer behavioral insights, AI-led document generation, intelligent query handling, process automation, and advanced analytics for faster decisions, improved compliance, and superior customer experience.
Deep Dive into various Facets of Newgen’s Retail Customer Onboarding Solution
Account Management
Streamline diverse service requests with dynamic workflows, real-time tracking, and intuitive data visibility—empowering faster resolutions, multi-request handling, and executive-level reporting.
Current Account
Streamline current account opening with a fully digital, AI-driven solution that accelerates onboarding and ensures compliance. Empower bankers with seamless integrations, automated KYC, and real-time tracking for enhanced efficiency and customer satisfaction.
Savings Account
Accelerate savings account opening with a seamless, digital-first experience, reducing onboarding time and ensuring compliance. Empower bankers with KYC Agent and omnichannel support for higher conversions and customer satisfaction.
Salary Account
Leverage a holistic platform for managing salary account journeys, from onboarding to KYC, risk assessment, claims management, cross-selling, and upselling.
Student Account
Accelerate student account openings with an AI omnichannel solution to achieve 10x growth through instant onboarding, intelligent decisioning, and seamless student verification.
Time Deposit
Open multiple time deposit accounts in minutes with instant onboarding, intelligent risk assessment, and seamless core banking integration.
Account Management
Streamline diverse service requests with dynamic workflows, real-time tracking, and intuitive data visibility—empowering faster resolutions, multi-request handling, and executive-level reporting.
Current Account
Streamline current account opening with a fully digital, AI-driven solution that accelerates onboarding and ensures compliance. Empower bankers with seamless integrations, automated KYC, and real-time tracking for enhanced efficiency and customer satisfaction.
Savings Account
Accelerate savings account opening with a seamless, digital-first experience, reducing onboarding time and ensuring compliance. Empower bankers with KYC Agent and omnichannel support for higher conversions and customer satisfaction.
Salary Account
Leverage a holistic platform for managing salary account journeys, from onboarding to KYC, risk assessment, claims management, cross-selling, and upselling.
Student Account
Accelerate student account openings with an AI omnichannel solution to achieve 10x growth through instant onboarding, intelligent decisioning, and seamless student verification.
Time Deposit
Open multiple time deposit accounts in minutes with instant onboarding, intelligent risk assessment, and seamless core banking integration.
Success Stories
Customers
Prebuilt Connectors & APIs
