Onboarding

Simplifying
and streamlining
customer
registration.

Name: Series Eight
Price range: $

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Effortlessly onboard customers, tailor experiences, and manage data efficiently with paytech's comprehensive Onboarding features.

Empower your team with intelligent tools that enhance productivity and deliver a seamless customer onboarding journey.

Learn more
about key
features.

Automated customer registration

Accelerate your onboarding process with our automated customer registration feature. Seamlessly capture and process customer information, reducing manual intervention and ensuring swift enrollment. Streamline your customer journey with a user-friendly interface that enhances efficiency and boosts customer satisfaction.

Connect to multiple banking providers for maximized agility and profits

Tailor your onboarding process to suit your unique business needs or provider requirements with custom scenarios. Create personalized application and registration procedures that align perfectly with your or you partner Banks’ specific requirements. Our flexible feature allows you to design bespoke onboarding experiences.

Centralized cloud-based storage

Effortlessly manage and access all customer data through our centralized cloud-based storage. Securely store and organize customer information, applications, and documents in a centralized repository, enabling easy retrieval and enhanced data security.

Screening and scoring

Mitigate risks and ensure compliance with our screening and ccoring capabilities. Efficiently screen applicants and evaluate our intelligent scoring system, empowering you to make informed onboarding decisions with confidence.

Data
visualization
tools.

Gain valuable insights into your onboarding processes with our data visualization tools. Access intuitive flowcharts and visualizations that provide a clear overview of your customer applications, enabling data-driven decision-making and continuous improvement.

Document
expiration
alerts

Never miss an important deadline with our document expiration alerts. Receive timely notifications for expiring documents, enabling you to take necessary actions and maintain up-to-date records for compliance purposes.

One application
for all of your
providers

Simplify and standardize your onboarding process with our unified application feature. With just one application, customers can access all of your services and providers, streamlining the registration experience and eliminating redundant data entry.