CUSTOMER ONBOARDING

Acquire customers with a few easy steps

Say hi to seamless onboarding and lower churn rates. Let your customers move through a fast, secure, AI-powered onboarding process and receive a signed contract in just a few minutes.

You don’t get a second chance to make a first impression

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It’s time to stop wasting money on outdated, manual operations and go simple to gain customers digitally.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

46% drop-out rate due to poor service or UI

Complete rate can be increase from 63% to 99% with passive liveness check*

51% of users are frustrated due to lengthy processes in digital onboarding

*Innovatrics - Liveness detection

Provide customers the onboarding journey they deserve, in a few easy steps.

Optimised for multiple representatives, speeded up and secured by futureproof technology.

Effortless onboarding anywhere

Effortless onboarding anywhere

Effortless onboarding anywhere

The fully responsive web app enables customers to onboard from any device, anywhere. With the ability to transfer the application from the web to a mobile phone using QR codes, the onboarding process is even more convenient for customers.

Global reach, local compliance

Global reach, local compliance

Global reach, local compliance

Our digital onboarding process supports 1,000+ IDs from over 50 countries, with new IDs easily added upon request. It makes the onboarding process accessible and inclusive to customers worldwide, with the flexibility to cater to specific identification requirements.

Automatic document recognition

Automatic document recognition

Automatic document recognition

Automatically recognize and scan customer documents with intelligent document auto-capture. Streamline the onboarding process and ensure accurate and efficient collection of customer information.

Efficient data extraction and pre-filled forms

Efficient data extraction and pre-filled forms

Efficient data extraction and pre-filled forms

Extract all necessary information from the customer's ID using OCR (Optical Character Recognition) and pre-fill forms with public record information. Save time and streamline the process for your customers, who only need to confirm their data.

Effortless verification

Effortless verification

Effortless verification

Check for customer liveness during selfie-taking, eliminating the need for cumbersome video verification. It ensures a smooth and seamless customer experience while maintaining security and compliance requirements.

Secure onboarding with biometric verification

Secure onboarding with biometric verification

Secure onboarding with biometric verification

Cross-check all data with biometric verification for inconsistencies or potential fraud. Ensure a secure and trustworthy customer experience, protecting sensitive information and reducing identity theft risk.

Contract with digital signature

Contract with digital signature

Contract with digital signature

Enable customers to review and sign contracts with the help of identity verification. Digital signatures are available upon request, based on local regulations.

Achieve more with Finshape

Operational excellence
Zero paper and branch visit required
Operational excellence

Reduce average time-to-contract to 5 minutes

Operational excellence

More than +25% revenue increase on new customers 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