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Finnate Digital Onboarding Solution

Give your users a streamlined and tailored onboarding experience that eliminates physical visits and long paper trails. Finnate's digital onboarding solution empowers you to automate repetitive onboarding tasks through a paperless document collection and verification process, enabling you to convert and engage users and stay compliant.
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Features

Elevate Your Onboarding Experience

  • Multi-channel onboarding with frictionless walkthroughs
  • OCR for frictionless and error-free data capturing, scanning, and extraction from documents
  • Validity checks for standard identification documents, digital form generation, and E-signing facility
  • API integrations with third-party regulators, data providers and other applications in the ecosystem
  • Tailor-made configuration for workflows, document templates, and user interfaces as per your business needs
  • Digital KYC authentication and verification to onboard in minutes
  • End-to-end encryption to allow your users to upload and scan documents securely

Industry Verticals

Banking

Insurance

NBFCs

Non-profit

Education

Benefits

Quick and Easy Set-up

Expedite the onboarding process with integrated and tailored solutions

Faster Acquisitions

Speed-up newer acquisitions by automatically mapping user journeys across multiple channels

Reduce Drop-out Rates

Elevate user experience and reduce drop-out rates with frictionless onboarding journeys

Cost-effective

Reduce operation costs with paperless and intelligent process automation. Reduce cost per acquisition with low drop-out rates.

Security

End-to-end data encryption for a fully secure onboarding process

Regulatory Compliance

Stay compliant with global regulations and KYC norms

Flexible

Customisable workflows to design your process as per your business requirements

Our range of finnate products

Raise

 
Collabsmart

 

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Relationship Management

 
Credit Assesment

 
Legal and Underwriting

 
Approvals

 
Operations and Servicing

 
Treasury

 
Sales

 
Risk Management

 
Fund Management

 
Portfolio Management

 

when it suits you.

zero obligation.




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