Onboarding
Digital Onboarding & KYC
Onboard customers and partners, process activations and handle requests, fully online.
Overview
Why digital onboarding on Fingress
Compliance and regulatory requirements make onboarding slow and paper-heavy. Fingress digitises the whole journey, from registration forms and KYC capture to approvals and activation, so you acquire customers faster, with fewer errors and a full audit trail.
Who uses it
- Retail, SME and corporate customers
- Partners, agents and dealers
- Operations and compliance teams
Capabilities
What Digital Onboarding & KYC includes
Forms centre
Every form, from registration to mandates and trade applications, available online. KYC checks are built into the forms, using mobile capture for photos, video and identity documents.
Activation requests
New and existing customers request activation for their organisation, users and services. Every request follows an automated, manual or hybrid approval flow.
Regulatory compliance
Approval flows, audit trails and configurable checks help you meet regulatory requirements and resolve onboarding exceptions quickly.
Mobile onboarding
Every step works on a phone, so customers on the move can apply, upload documents and track progress anytime.
Real-time status
Submitted, in-progress, rejected and completed requests visible at any time, with dashboards to measure operational efficiency.
Powered by the Fingress platform
Configure it to fit, extend it when you need to
Every Fingress solution runs on the same digital platform and building blocks, so you are never limited to what ships out of the box.
Industries
Where this solution is used
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Explore solutionSee Digital Onboarding & KYC in action
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