Client Onboarding

Chatbot Demo

Imagine an AI assistant who can take a client on an on-boarding process through the stages, leveraging natural conversation on a digital platform. The bot will automate the process of requesting a client’s documents and bringing them into the conversation via image uploads.

Document handling can be a very expensive procedure involving workers chasing numerous documents and information from potential clients and adding them to their records in order to gain final approval.

Helping Clients to Solve Client Onboarding Problems

The AI assistant will keep clients involved in the full onboarding process for complicated products and services and re-engage with them if they drop off. As they emerge in the engagement, the digital assistant also responds to customer queries.

Create an amazing on-boarding experience for your customers and clients with Chatbot on-boarding solution that offers real-time engagement, anywhere self-service, the flexibility of anytime and omni-channel interactions.

Transform from Web/Mobile-App based interface to conversational on-boarding by capturing process-ready documents, automating identity and other verification, gathering e-signatures, integrating with in-house and external systems.

Why Client Onboarding?

Always
Available
Language
Understanding
Multi
Lingual