Automated, digital KYC workflows for rich customer insights
Building strong relationships with corporate and individual customers is essential for the continuing success of your banking institution or financial services firm. However, digital-age evolutions bring new challenges: a power shift from banker to client, growing administrative workloads, heavier compliance burdens and a jungle of disjointed, often outdated digital tools.
In the face of these obstacles, there is little time left for customer relationship managers to meet their targets, compete with online banking app service levels and upsell tailored, high-gain products to customers.
By automating end-to-end KYC processes and workflows, Harmoney alleviates administrative burdens, offering customer relationship managers additional time and resources. Harmoney maintains a centralized Financial Passport for each individual and corporate customer, offering a 360-degree view and unlocking the deep insights the front office needs to offer tailored banking services – all via a single platform.
Rich customer insights
Greater focus on value-adding activities