Automate customer onboarding with centralized data and document capture, identity verification, KYC/AML checks, exception handling, and end-to-end traceability.
In this growing catalog you can find use cases with specific solutions for the needs of your industry
Dynamic PDF Document Generation
Automatically generate personalized PDF documents at scale using data, templates, and business rules, then store, deliver, sign, or integrate them into digital processes.
Video signature with biometric identity validation
Video signature with biometric ID validation uses AI for real-time facial recognition and behavior analysis, ensuring secure transactions and access.
Digital Policy Document Generation
Creates the document dynamically with the customer’s data and adds a digitally signed certificate before sending it to the new client.
Self-managed Customer Dossier Creation
Allows clients to self-manage their files, ensuring that all the documents needed to open the files are present and sends the necessary reminders.
Digital Onboarding for Credit Card Delivery and Activation
A series of messages with the status of the delivery, a feedback tool and a direct link to activate the credit card and promote its use.
New Customer Effort Survey – Onboarding CES
Automation that asks customers how easy was the onboarding process using the Customer Effort Score methodology and trigger a followup according the response.
Checklist for digital customer onboarding
The checklist for client digital onboarding is an automation that gives the tools to the customer for completing tasks and uploading personal docs.
eWallet Insurance Broker Card
Used with the mobile e-wallet applications so that brokers and promoters can view the complete and up to date information of their client portfolio
WhatsApp Business Chatbot for Insurance
WhatsApp Business Chatbot for Insurance is a customer service solution that automates responses, guarantees speed and efficiency at low cost
Digital Insurance card eWallet
Digital insurance card to distribute to your customers by email or SMS channels with always up to date information of services and resources