Customer Onboarding System

Build flexible and automated customer onboarding systems with NextGen low-code platform. From application intake to account activation - deliver fast, convenient, and secure customer acquisition processes.

Application Intake and Processing

The platform enables comprehensive multi-channel application processing:

  • Accept applications through web forms, mobile apps, and partner channels
  • Integrate with CRM and other internal systems seamlessly
  • Perform initial data validation and automated compliance checks

Streamlined intake processes ensure complete and accurate customer information from the start.

Enhanced capabilities: Smart form logic adapts based on customer type and product selection. Real-time validation prevents incomplete submissions, while progressive profiling reduces form abandonment rates through optimized user experience.

Identity Verification & KYC/AML Compliance

Visual workflow processes enable comprehensive identity verification:

  • Integrate with document verification and biometric providers
  • Automatically screen against sanctions and PEP lists
  • Generate compliance reports for regulatory requirements

Enhanced capabilities: Multi-layered verification includes document authenticity checks, facial recognition, and liveness detection. Configurable risk scoring adapts verification requirements based on customer profile and transaction value, ensuring optimal balance between security and user experience.

Product Setup and Configuration

Advanced configurator capabilities provide personalized service setup:

  • Match products and services based on customer profile analysis
  • Configure personalized rates, limits, and service conditions
  • Automate contract and document generation processes

Enhanced capabilities: AI-driven product recommendations leverage customer data and behavioral patterns. Dynamic pricing engines adjust terms in real-time based on risk assessment, market conditions, and competitive positioning while maintaining profitability targets.

Digital Signing and Activation

Secure and efficient activation processes include:

  • Electronic signature and multi-factor authentication support
  • Automatic account and service activation upon completion
  • Automated customer notifications for process completion

Enhanced capabilities: Blockchain-based signature verification ensures legal validity and tamper-proof records. Adaptive authentication adjusts security requirements based on transaction risk level, while instant activation enables immediate service access for qualified customers.

Internal and External System Integration

Comprehensive integration capabilities include:

  • Data transfer to accounting systems, Core Banking, ERP, and insurance platforms
  • API connections for card delivery, equipment, and document services
  • Automated synchronization of data changes and updates

Enhanced capabilities: Event-driven architecture ensures real-time data consistency across all systems. Intelligent retry mechanisms and fallback procedures maintain operational continuity even when external services are temporarily unavailable.

Monitoring and Analytics

Built-in analytics tools provide comprehensive insights:

  • Track processing time for each onboarding stage
  • Analyze rejection causes and identify bottlenecks
  • Create management and compliance dashboards

Enhanced capabilities: Real-time performance monitoring includes conversion funnel analysis, customer journey mapping, and predictive analytics for churn prevention. Automated alerting identifies process anomalies and performance degradation before they impact customer experience.

Expected KPIs & Implementation Impact

Companies implementing Customer Onboarding Systems on low-code platforms typically achieve:

Onboarding Time Reduction
50-80% Faster
Streamlined processes and automation
Digital workflows eliminate manual steps and reduce processing delays.
Application to Activation Conversion
15-30% Increase
Improved customer experience
Simplified processes reduce abandonment and improve completion rates.
Operational Cost Reduction
Up to 40% Savings
Reduced manual processing
Automation reduces staff workload and operational overhead costs.
KYC/AML Compliance
100% Coverage
Enhanced regulatory compliance
Automated screening ensures complete regulatory compliance coverage.
Customer Experience Improvement
10-20 Point NPS Increase
Better customer satisfaction
Faster, more convenient onboarding significantly improves customer perception.

Important: This is an example of one possible Customer Onboarding System configuration. Low-code technology enables rapid adaptation of onboarding processes to specific business requirements, regulatory demands, and target audience needs.