Digital onboarding
Slow, paper based onboarding no longer cuts it.
Your customers expect financial services to be as easy as booking a trip or ordering dinner.
With Harmoney, you digitalize onboarding from end to end, saving time for relationship managers and compliance teams while giving customers a faster and smoother start.
The result? High response rates, clean data and customers who actually enjoy the process.
Instant compliance and complete peace of mind included.
If that doesn’t demonstrate that we offer the fastest and most compliant (digital) onboarding on the market today, we don’t know what would!
Key benefits
Smooth processes and interactions
A centralised, user-friendly digital (remote) onboarding platform with an intuitive customer-facing portal reduces paperwork for every stakeholder.
Digital document signing
Save time and boost convenience for compliance teams and customers with digital signing, updating, and archiving.
Avoid repetitive actions
The customer enters identification information only once – avoiding confusion, inefficiency, and needlessly repeated steps.
Comprehensive customer overviews
Pull in KYC information via external data sources or optical character recognition (OCR) technology for complete error-free customer data.
Faster tailored services
Speed up the onboarding process while gaining deep insight into every customer as a basis for customised service offerings
Harmoney is a strategic partner within our onboarding process. Every insurance company needs to be compliant. We are convinced that with Harmoney we have a partner by our side who makes the job easier.Baloise testimonial