Customer Onboarding Solution

Onboarding is a critical aspect of the customer journey with a bank. It can be the defining moment for new customer acquisition and retention. Newgen’s onboarding solutions, built on a low code digital transformation platform, cater to the specific needs of banks. Be it delivering a digital onboarding experience, ensuring a smooth onboarding for branch walk-in customers, or enabling seamless onboarding of corporate entities of all sizes, Newgen’s onboarding solutions deliver frictionless experience across channels.

Solutions for Digital Customer Onboarding

Digital Account Opening

Get a unified platform for all banking products. Enable an omnichannel and personalized Digital Onboarding experience. Capture and upload information and track and monitor activity with ease. Ensure customer verification and risk management facility and seamless integration with third-party systems.

Branch Onboarding

Ensure end-to-end account opening process on a unified platform. Integrate customer verification seamlessly. Enable compliance and risk management. Generate documents and monitor reports digitally. Enable Branch Onboarding process, powered by AI/ML.

Corporate Onboarding

Generate, verify, and authenticate documents on a unified solution. Ensure regulatory compliance and risk management. Get detailed financial analysis reports. Report analytics and TAT/SLA monitoring.

Digital Account Opening

Branch Onboarding

Corporate Onboarding

Generate, verify, and authenticate documents on a unified solution. Ensure regulatory compliance and risk management. Get detailed financial analysis reports. Report analytics and TAT/SLA monitoring.