fbpx

ITEC



JoinTEC

HOME

JoinTEC

JoinTEC

JoinTEC is a centralized end to end digital onboarding process and customer journey, which covers all types of customers including domestic and foreign with low, moderate & high-risk ratings, transforming the prolonged process that is in use at most financial institutions to an intelligent digital onboarding process developed using a state-of-the-art BPM platform.

OUR SOLUTION

ITEC Provides a fully customizable workspace for Bank staff from different authority levels to create, manage and approve Account Opening. The JoinTEC (ITEC Customer Onboarding) solution is capable of handling different account types among banks’ client segments such as Retail, Corporate, and Commercial etc. Through Omni channel handling web, mobile and tablets.

Key Features

1.Verify customer identity: Automatic data extraction and validation of extracted data with third party governmental or Internal systems.

Seamlessly Connect: Seamlessly connects to your Core Banking and other Line of Business applications for transaction posting and for data exchange.

3.Multi-Level Approval Workflow: Easy to Adapt and change business rules for on-boarding approval workflow based on authority matrix.

4.Multi Channel Onboarding: Ensure a seamless experience across web, mobile, and tablet platforms, meeting the preferences of retail clients.

Capabilities

Automate Onboarding

• Automatic Document capturing and data extraction from main document like IDs, passport.
• Automatic document and email generation.

Control & Monitoring

• Client due diligence and automated client eligibility check from internal systems and external credit organization
• Approval workflow through different levels Automatic notifications.
• Exception handling.

Integration

• Integration with Core Banking and other systems of record like Cards systems and Check Book issuing
• Integration with Document Management for Automatic Archive
• Integration with CRM enabling Cross-selling on other products.

Benefits

Increased Customer Satisfaction: Enhances client experience and loyalty.

Lower KYC Due Diligence Costs: Streamlines compliance processes. 

Decreased Customer Support Costs: Reduces the need for extensive support.

Improved Product Adoption: Efficient onboarding encourages uptake of banking products through.

Contacts

NEED A CONSULTATION?

info@itecj.com

Call Us