A single smart automation platform that integrates customer onboarding, transactions, documents, AML Checks and all customer interactions. Can be connected to any core banking system. Provides seamless connectivity work flow across marketing, operations, customer support, CRM, Settlement & Payment. User friendly dashboards & Customer Centric Reporting modules.

Product Features

• Online Anywhere & Any time account Opening Facility.
• Simple three easy steps to submit your personal & deposit details securely and verified electronically through centralised EKYC Gateway & Electronic onboarding API’s.
• Almost No Paperwork in the entire application process cycle and all the communications are electronically managed and stored.
• Facility to store and retrieve the application as many times and submit when they complete. Allows customers to re-visit and submit at their convenience.
• JAVA-AJAX based one screen tabbed design to capture the application details without hope on to multiple screens.
• Facility to add up to the maximum of four joint account holders and verify their Identity electronically in single submission.
• CRM style centralised back office application with Advanced MIS Report – SSRS Integration Facility.
• Customisable APIs to Interface to any Core Banking solution for straight through processing.
• On-demand deposit certificates printing, Tax Certificate Printing, Bulk Email Notification to customers & Marketing Campaign tool.
• Facility to update application status at every stage and automatic email notification to customers providing alerts.
• Email Marketing facility to filter the records based on specific selection and auto notification to customers.
• Integrated Closure Module to enable automatic deposit renewal, reminder notification before due date and electronic fund settlements along with interest without visiting the bank.
• Integrated aanalytical Tool to analyse marketing campaign against the successful Traffic source, traffic origin, campaign, products…etc.
• Facility to upload scanned images and re-submit if KYC verification process requires further documentation ( Layer 3 validation).
• This product has been extensively tested (penetration, functionality & security) and certified by leading auditing firms in UK for security and data integrity.
• Integrated Web Services tools (WSDL) to request address lookup & authentication.