Customer Onboarding Reimagined#TimelyInvestments
TradeNet Customer Onboarding helps your business achieve faster and more secure onboarding in impressive ways.
Request a DemoWhat is TradeNet Customer Onboarding?
TradeNet Customer Onboarding is an innovative digital onboarding solution that allows investment businesses to orchestrate and automate customer onboarding processes on different channels. It significantly increases the onboarding success rates while keeping it secure and impenetrable.
TradeNet Customer Onboarding introduces the customer easy, fast, and personalized experience on branches on different channels. Through the customer preferred channel, they can register themselves, provide consent, verify their identity, and finish the full onboarding process from their mobile phones. Thanks to the integration with governmental and legal authorities for secure and guaranteed identity verification and seamless data exchange with your business’s existing system, all with full compliance.
Features
Easy customer-self registration
Present a modern experience to your customer with a faster, easier self-registration process on the platform.
Automate accounts creation
Cut short the account creation process by creating various configurable types of accounts.
Document upload
Zero paperwork with customers directly uploading their documents in various formats safely and easily.
Core banking system data sharing
Sending and receiving customer details automatically to and from your core banking system, with no mediator tools and no hassle.
CRM systems integrating
Two-way direct integration with financial companies CRM to send and receive customer details with no mediator tools for faster actions.
Automated legal Identity verification
Verify the ID of your customers automatically with direct integration with governmental legal authorities’ systems (Direct integration with Emirates Identity Authority (EIDA) for UAE citizens).
Smart automated agreements
Automate agreements with customers to make them faster and smarter, with account configuration directly based on them.
Pre-specified online signing terms and conditions
Create pre-specified terms and conditions when signing up with multiple levels to make faster onboarding for KYC creation of portfolio creation.
Customer notifications
Get customers notified with updates on their KYC status, market requests, and more.
Automated risk assessment
Calculate and assess risk exposure automatically with configurable risk factors monitoring based on multiple parameters and weights.
In-depth onboarding approval controls
Have full control over KYC approvals, with the ability to add additional manual approval layers for certain profiles and criteria so that automated approval is activated on demand.
Why TradeNet Customer Onboarding?
Faster than ever
The hassle of onboarding to the company system can be a shortcut to one automated process with no bottlenecks, but this all goes seamlessly without office visits and with minimal effort from the now impressed customer.
Smarter and more secure
With various forms of identification that are automated, connected with governmental authorities, and powered by AI biometrics, verifications are smarter. It is also more secure as you can implement any manual processes on top of this, only when needed, never to affect speed and efficiency.
Outstanding customer experience
Customers who go through faster and more seamless processes without visits can finish everything on their phones, with notifications updating them on their onboarding status. This can level up your reputation, as satisfaction and the first impression are boosted.
More About Product
KnowledgeNet builds innovative products that serve the financial sector and banking institutions. To get a summarized glimpse on our product, check out our product resources below.
Brochure
Fast and efficient onboarding Journey
40% of millennials who apply for a bank account abandoned the onboarding process. Customers will either go to another financial service provider or give up trying. Modern onboarding processes can potentially cut costs by improving efficiency, and response time, while also adhering to some of the most severe restrictions with ease.
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