Onboarding

Shift Your Focus from Administrative Tasks to Revenue-Generating Activities

Our onboarding capability streamlines standard business processes such as approvals, the Know Your Customer (KYC), and new account opening. It dynamically guides advisors through each step, pre-populating appropriate information, collecting additional data (including KYC-specific data), and automatically generates and sends personalized, completed forms to the appropriate parties.


Leverage Dynamically Branching Workflows to Help You Drive Accuracy and Efficiency

To expedite daily tasks, this functionality:

  • Provides advisors with the required form fields for data capture, and automatically launches appropriate workflow tasks and activities
  • Notifies advisors when approvals are ready and when necessary, escalates approvals to other advisors (based on configurable business rules)
  • Tracks the application history and approval status to provide visibility to all stakeholders

The Value that Our Onboarding Feature Can Provide You

  • Enable advisors to provide personalized service by focusing on customer needs and helping them meet their goals
  • Speed up time-to-revenue by streamlining the process from data entry to approval
  • Demonstrate compliance with tax rules and regulations by embedding the latest data capture requirements
  • Guide users through data collection and documentation

And that’s just tip of the iceberg!

Explore our CRM product further.

 

Get started today and let us help you attain success.

Book a demo today to learn why leading financial services organizations choose our Intelligent Customer Management Solution to increase assets under management and share of wallet.

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Have a question? Get in touch with us today.

Contact our team today and we will be happy to answer any questions or concerns you may have. If you already use NexJ, you can head over to the NexJ developer community for more technical support.

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