BUSINESS ONBOARDING

Digital acquisition:
make it simple,
get it right

Delight your business customers and decrease costs with a 7-step, effortless onboarding process

Can you keep your acquisition costs low?

You might be under pressure from alternative banking actors and rising fintechs with disruptive offerings, so your customers will look for branchless, easy-to-complete identity verification and outstanding experience.

It’s time to stop wasting money on outdated, manual operations and go simple to gain customers digitally.

BUSINESS ONBOARDING FACTS*

of businesses require more than 1 person for opening an account

consider digital onboarding as an extremely important selection criteria

of business customers face poor onboarding experience

*Avoka - Benefits of Investing in Digital Onboarding Thomson Reuters - Know Your Customers Surveys

How Finshape can have you covered?

Operational excellence
Operational excellence

Save costs with customer centric end-to-end digital onboarding

Increased digital sales
Increased digital sales

Develop sector-specific product offerings for better acquisition hooks

Stay human at the core
Stay human at the core

Empower relationship managers digitally to enrich client sourcing and improve conversions

Make the first impression right, and improve your bottomline

Provide customers the onboarding journey they expect and deserve anytime and from anywhere. Optimised for multiple representatives, speeded up and secured by futureproof technology.

Individual KYB Automated

Individual KYB Automated

Individual KYB Automated

Instant verification and bulletproof security checks with the least involvement needed

  • Automatic ID recognition, tampering detection and liveliness check
  • Top performer biometric engine, OCR
  • Prefilled fields using public registers

Customer Obsessed Design

Customer Obsessed Design

Customer Obsessed Design

Seamless E2E process ensuring clarity, transparency and connectivity

  • Omnichannel experience
  • Clear dashboard with statuses & tasks
  • Optimised for multiple representatives
  • Digital signature available*

Assist Along the Journey

Assist Along the Journey

Assist Along the Journey

Engage digitally with customers through their prefered channel

  • video-chat and co-browsing options for efficient support
  • 360 view and high efficiency dashboard to empower operators and BO

Results

Operational excellence
Zero paper and branch visit required
Operational excellence

Reduce average time-to-contract to 15 minutes

Operational excellence

More than +25% revenue increase on new businesses due to lower churn rates

Operational excellence

Up to 80% of cost saving on relationship managers allocated time

Endorsed by Forrester

Finshape was included in The Forrester Tech Tide™: Financial Well-Being, Q2 2022 as a featured Personalised Financial Insights vendor