Digital Onboarding

Deliver a Great Account Opening Experience Across Products

Experience the power of truly omnichannel account opening with Newgen’s onboarding solutions. Open deposit accounts anytime, anywhere instantly. Delight your customers by easing them through their journey, be it digital or in-branch. Automate all aspects of accounts opening with best-in-class process automation, powered by AI. Newgen’s account opening is fast, simple, adaptable, and compliant.

Features

  • Automated Workflow Management: Facilitates end-to-end automation of the onboarding process, reducing manual intervention and ensuring consistency.

  • Document Capture and Management: Supports various document formats and enables users to upload, capture, and manage documents seamlessly.

  • KYC and Compliance Checks: Integrates Know Your Customer (KYC) processes and compliance checks to ensure adherence to regulatory requirements.

  • E-Signature Capabilities: Allows users to electronically sign documents, accelerating the onboarding process and enhancing convenience.

  • Customizable Forms: Offers customizable forms to gather specific information tailored to different onboarding scenarios.

  • Multi-Channel Access: Provides access via web and mobile platforms, enabling users to onboard anytime and anywhere.


  • Online Account Opening: Deliver a frictionless personalized, and omnichannel onboarding experience.
     
  • Branch Account Opening: Deliver a frictionless, quick and risk-free branch onboarding.

  • Business Account Opening: Onboard business entities of all sizes using one unified platform. 

  • Group Onboarding: Enable faster group onboarding with a paperless and frictionless operations. 

Case Study

How a Dubai-Based Conglomerate Transformed Accounts Payable with Newgen’s Automation Suite

Introduction: The client is a privately held Dubai-based conglomerate and has its operations and assets spread across the UAE. It operates across different lines of business, including real estate...

Revolutionizing Insurance Claims: How a Leading U.S. Insurer Transformed Document Management with Newgen

Introduction: Our client is the largest publicly traded property and casualty insurance company in the United States and a constituent of the Dow Jones Industrial Average. They offer a wide range of...

Transforming Financial Operations: How a Multinational Bank Overcame Legacy Challenges with Newgen’s Low Code Automation

Introduction: The client is a multinational banking and financial services group with 150+ years of experience in some of the world’s most dynamic markets. Day-to-Day Challenges Faced by the Bank:...

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