Onboarding

Onboarding

“3 A” Approach (Agile + Accurate + Automated)

Onboarding new clients involves gathering vital information on the customer and conducting identity checks to comply with KYC regulations. Customers and Banks need to fulfill the onboarding / servicing with reduced turnaround time to stay competitive in today’s fast-growing Financial industry. This would also mean without compromising or losing insights for KYC, Compliance / Regulatory requirements. our proven ability on agile onboarding, 100% accurate and automated data capture, coupled with the KYC suite and industry expertise, positions us as to be a must have partner for Account Onboarding in India for financial institutions to augment their new age journey.

We have been managing comprehensive and efficient Retail / Corporate customer onboarding process for its banking customers. we partner with bank’s compliance regulations conducting customer checks, uncover historic records, check for Sanctions against potential clients and handle 66 different currencies. Our transparent and customer centric onboarding process enhances user experience and customer satisfaction.

Key Value Delivery Highlights

Key Value Delivery Highlights

Service Capabilities

  • Domain expertise with a total of 200+ man years of expertise 
  • 12+ years of rich Industry experience years of handling customer service with focus on straight through processing and applying principles of LEAN
  • Transformation initiatives leading to productivity benefits passed back to bank
  • A bouquet of tools that have been indigenously developed to cater to specific and streamline customer journey
  • Capability to process diversified transaction volumes in excess of 1.02 Mn activities annually 
  • Our E2E offerings covers Customer care solutions, Robotic process automation, process excellence & analysis, workflow management including complaints management
Service Capabilities

Service Capabilities

  • Domain expertise with a total of 200+ man years of expertise 
  • 12+ years of rich Industry experience years of handling customer service with focus on straight through processing and applying principles of LEAN
  • Transformation initiatives leading to productivity benefits passed back to bank
  • A bouquet of tools that have been indigenously developed to cater to specific and streamline customer journey
  • Capability to process diversified transaction volumes in excess of 1.02 Mn activities annually 
  • Our E2E offerings covers Customer care solutions, Robotic process automation, process excellence & analysis, workflow management including complaints management

Experience our 3A service offerings.

Experience our 3A service offerings.

Technical Support

Value Delivery

  • Over 24000+ primary and additional accounts on-boarded every year with complete KYC documentation and 100% accuracy
  • 5 layered process maturity model (Robust accreditation process, water tight quality framework, hand off reduction, mistake proofing concepts and automation) 
  • Transition from simple mandate amendments to complex mandates
  • Consistent customer delight with complaints maintained <0.01% of the transactions handled
  • “Referrals” maintained to <4% of handled volumes as well as solutions offered through a new quality insight model – “Customer Journey” through the assessment of E2E customer journey
  • Retail onboarding with TAT of 2 hours, against 48 hours
  • 20% increase in first time resolution through 20% reduction in repairs

We Save the World.

Contact us

We Save the World.

Contact us