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Customer Onboarding Systems

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Find customer on-boarding systems and solutions from vendors listed on our directory. Our platform supports research and evaluation of software technology enabling you to analyse and compare functionality for client on-boarding for investment funds, wealth managers, and banks. Customer onboarding solutions include business line, operations, and compliance/risk elements, spanning from customer acquisition, account opening, KYC/AML, and fulfillment.
  • Fidor Digital Onboarding Fidor Solutions
    Fidor brings innovative ways to engage and onboard customers in a friendly yet compliant manner right from their smart devices, web and mobile,…
  • PFTPro Suite Prometeia
    PFTPro is a Wealth Management digitalization suite which supports the entire investment process. It is composed of independent, yet tightly inte…
  • InsuredHQ InsuredHQ Ltd
    InsuredHQ is a mission-critical, cloud-based application that provides complete end-to-end policy, claims, accounts, and document management sys…
  • TCS Customer Intelligence & Insights™ (CI&I) for Insurance TCS
    Evolving customer needs, changing demographics, new technologies, and the pandemic have led to a need for accelerated digital transformation in…
  • BooX Platform Asseco Poland S.A.
    Asseco BooX, the Bank out of the Box. We craft digital banking experiences that change the competitive game for you and your customers. Our team…
  • Insurance-in-a-Box Tietoevry
    Tietoevry Insurance-in-a-box (iiB) for Life, Non-life and Health insurers Insurance In a Box is an open ecosystem enabling modular platform solu…
  • HCL's MODE 1-2-3 STRATEGY HCL Technologies
    HCL’s Mode 1-2-3 strategy helps future proof our customers' business, by deploying a concurrent, three-point spotlight on the existing core of t…
  • INTX INTX Insurance Software
    INTX Insurace Software is a new, advanced and highly configurable Policy Administration software service available to P&C insurance carriers, MG…
  • Acsel Suite Consis International
    Acsel Suite is a set of collaborative modules that render the system adaptable and flexible, integrating modules to design and manage the variou…
  • Experlogix Document Generation and Automation Solution Experlogix
    Deliver better documents faster! Automate the creation, delivery and storage of your important documents to streamline the way you communicate w…
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