SUPERCHARGE YOUR CLIENT ON-BOARDING PROCESS
Disrupting the Investor On-boarding Experience
Getting customers on board quickly and painlessly is imperative for investment companies. This includes statutory information like KYC documentation, investment objectives, risk assessments, etc. OnBoSo does all this and more with an intuitive, easy-to-use, self-serve interface that eliminates entry barriers and creates a positive brand reinforcement experience.
OnBoSo Advantages
Faster On-boarding: Automated processes help customer achieve immediate results right after sign-up
Personalized Discovery: Through forms and questionnaires like the risk-profile assessment that brings customers closer to their desired outcomes
End-to-end Approvals: Integration with government sites, like NSDL, for verification, e-signature, etc., ensures smooth user flows
Enhanced Customer Engagement: Process flows that gradually immerse customers and helps them interact with each feature without frustration
Stronger Brand Loyalty: OnBoSo’s insightful and relatable UX is a powerful conversion tool. It can help you build the right customer perception about your brand, setting the stage for a long and strong relationship.
Features
Client Profiling KYC: Easy to use forms with simple fields to collect all required KYC information in a smooth and thorough workflow
Auto Calculation of Risk Score: In depth assessment of your client’s risk appetite through an comprehensive questionnaire that factors in all related parameters
Approval at Each Level: Automated work-flows for approval process
Integration with Institutional Portals for a one-stop experience, this includes:
- Emailing Facility for On boarding and eSign
- eSign Integration
- Aadhar and Pan Card Verification
- Payment Gateway Integration
Additional Investment
Reminders and Notifications
- ECS Reminder
- Payment Schedule Settings & Reminder
- Renewal Reminder
Channel Partner Management
Custom Dashboard
User rights management