Deliver a best-in-class customer onboarding experience.
Custom workflow automation enables a fast and efficient sign-up process. Centralising new and existing customer data offers real-time data visibility and easy access for all team members.
Everything this module does for your team.
New applications
Digitise paper and PDF application forms for a fast, easy customer experience. Captured data is used instantly to begin assessment and stored securely in the cloud for real-time access to current and historical applications.
Auto credit checks
Existing business rules become automated workflows. Credit reports, identity verification and fraud checks run seamlessly in the background, so applications are instantly approved or flagged for review.
Workflow tasks
Assign, prioritise and track every step of the approval process. Consistent, standardised workflows mean nothing slips through the cracks, even at high application volumes.
Account permissions
Approved customers flow straight into an active account on the same ledger, ready to transact, with data synced to your existing systems via API. Role-based permissions map administrators, account managers and support to the right entities.
Automate your paperwork so you can focus on building strong customer relationships.
Automated onboarding removes the manual data entry, paperwork matching and follow-up that slow approvals down, and gives credit teams a single, real-time view of every applicant. Data-driven decisions replace manual checks, so creditworthy customers start trading sooner and your team spends its time on relationships, not administration.
Digital applications and background credit checks compress onboarding from days of paperwork to near-real-time validation.
New and existing customer data lives in one place, giving every team member real-time visibility and easy access.
Approved-customer data flows into your ERP and existing stack automatically, with no re-keying and no disruptive rebuild.
Learn more about our solution.
Ready to see it on your accounts?
Book a 20-minute intro and we'll show you how it works with your receivables.