Digital onboarding

Customers in both banking and insurance increasingly expect their financial services partners to deliver a wider range of online services and frictionless processes. By digitalizing the customer onboarding process, Harmoney saves your compliance team precious time and resources and lifts the heavy administrative burdens of your customers. The result: high response rates, smooth interactions, complete data – and long, high-value customer relationships.

Onboarding experiences that deliver real value

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01

Smooth processes and interactions

A centralized, user-friendly digital (remote) onboarding platform with an intuitive customer-facing portal reduces paperwork for every stakeholder.

02

Digital document signing

Save time and boost convenience for back-office teams and customers alike with digital signing, updating and archiving.

03

Avoid repetitive actions

The customer only enters their indentification information once – preventing confusion, inefficiency and needlessly repeated steps.

04

Comprehensive customer overview

Pull in KYC information via external data sources or optical character recognition technology (OCR), for complete, error free customer data.

05

Offer tailored services faster

Accelerate the onboarding process while gaining deep insights into each customer that you can use as a basis for customized service offerings.