Salesforce & Mastercard Transform Transaction Disputes: Trust & Speed.

Learn more

Streamline Onboarding

Modernize digital onboarding for financial services with a purpose-built solution for the industry. Lead with positive-first impressions and reduce onboarding abandonment by simplifying the application process with data and AI. Reduce costs on a traditionally labor-intensive process with automation and integration.

Leading banks, wealth managers, and insurers digitize onboarding with Financial Services Cloud.

 

Power client onboarding in financial services.

Offer a frictionless onboarding experience for your customers, internal users, and IT.

Improve the customer experience.

Onboard customers right from your CRM, in the context of all your customer data. Start new financial relationships by delivering customer-centric experiences, all on one platform. Truly get to know customers — beyond KYC details.

A customer profile with account details, loyalty tier, lifetime value, propensity to purchase, and engagement score.

Easily deploy customer experiences on our digital experience platform, or leverage pre-configured APIs to sync Salesforce to your own mobile or web experiences.

A customer dashboard with personalized products and financial guidance and support.

Reduce friction in completing the onboarding process by automatically providing the right disclosures and consent forms based on the financial relationship at hand. Allow customers to sign forms right then and there with a secure, digital signature.

A portal showing the ease of digital signature collection.
A customer profile with account details, loyalty tier, lifetime value, propensity to purchase, and engagement score.
A customer dashboard with personalized products and financial guidance and support.
A portal showing the ease of digital signature collection.

Boost onboarding efficiency internally.

Stay vigilant around know-your-customer compliance. Integrate with third-party identity verification and screening providers of choice to evaluate customer information from the discovery process. Trigger next steps and decisioning based on returned results.

An indentity verification screen with a QR code that grants permissions to documents.

Reduce time-to-onboard and manual steps with automation. Set up intelligent workflows, whether it's straight-through processing, or more complex onboarding scenarios with parallel processes and manual checkpoints along the way.

A portal for creating an automated flow for onboarding including data collection and validation.

Promote transparency on onboarding process stages and screening outcomes. Manage stage requirements to increase control over a complex process.

An onboarding interface with account profile details and assessment status.
An indentity verification screen with a QR code that grants permissions to documents.
A portal for creating an automated flow for onboarding including data collection and validation.
An onboarding interface with account profile details and assessment status.

Reduce development costs on building and maintaining processes.

Accelerate your onboarding implementation with out-of-the-box solutions for end-to-end onboarding in financial services. Leverage prebuilt data models, integrations, and sample discovery process frameworks.

A document review portal that shows confidence ratings for identity verification.

Manage intelligent discovery processes with clicks not code. Create a single-source-of-truth for questions to surface across different discovery processes. Deploy through any channel and post customer data back to Salesforce.

A portal that shows how easy it is to create discovery assessments.

Easily connect to third-party systems necessary for your onboarding process using no-to-low-code configuration. Use predefined integrations with leading identity verification and screening providers, and with core systems for account origination.

A setup dashboard that shows integration definition creation.
A document review portal that shows confidence ratings for identity verification.
A portal that shows how easy it is to create discovery assessments.
A setup dashboard that shows integration definition creation.
An industry dashboard showing a customer profile and Einstein chat bot window.

Build the perfect client onboarding for financial services solution with our help.

Get in touch today and our experts will guide you through the process step by step:

  • Choose the right Financial Services Cloud edition as your foundation.
  • Add products/services needed, if not already included.
  • Customize the final result with apps, services, and support.

Discover how integrated onboarding helps retail and commercial banks.

Learn new skills with free, guided learning on Trailhead.

Streamline Onboarding FAQ

Our client onboarding for financial services solution offers an end-to-end digital solution – from data collection experiences to KYC checks and account origination. It provides out-of-the-box capabilities to get started, and is fully customizable to ensure your onboarding process fits your brand.

Our customers have found that our onboarding solution helps boost customer satisfaction ratings, reduce onboarding attrition and stagnation, and lower onboarding costs from time spent to technology spend.

Consider if the solution spans the customer lifecycle, or just onboarding. You may consider a no/low configuration for easier building and maintenance, based on technology resources. Much of onboarding requires data or processes from other systems, so consider the ability to integrate the platform.

Our solution can help improve the customer experience by streamlining the application process, making the internal process more efficient, and reducing the number of systems involved.