Customer Interaction Layer – Customer Onboarding

Gateway to access financial services with frictionless onboarding

Onboarding customers in a simple, secure and fast way is essential to a great customer experience. We help reduce onboarding friction for your customers by offering a streamlined fully-digital experience built on open banking. With one simple flow, easily integrated into your existing processes, we can power a branded experience customers will love.

Customer Onboarding

The customer onboarding product category consists of the Switch Kit and eKYC products.

Switch Kit: Tailor made account and portfolio switching solutions that seamlessly help customers switch their accounts. Onboard your new customer to a new bank account in near real-time, delighting them and boosting your retention.

eKYC: Customers can start using your services almost instantly with our fully digital toolkit using detailed and vetted information from a customer’s existing bank account.

Switch Kit

We believe… that many customers would change their banks if offered a seamless solution.

The problem… is that banks tend to involve a manual and lengthy process, making it hard for customers to switch and potentially forget notifying an important payment partner.

Our solution… provides a simple and digital process that is transparent and safe for customers. We help customers to transfer their bank accounts in less than 10 minutes.

eKYC

We believe… that current KYC workflows are time-consuming, not user-friendly and many current onboarding processes are expensive and not fully secure.

The problem… current solutions are manual and based on historical checklists that have not kept pace with the prevalence of digital records.

Our solution… builds on open banking to obtain validated and unique information about your customer to dramatically improve the efficiency and experience of onboarding.

Platform Structure

The modular product structure makes it quick and easy for you to add relevant financial services to your existing application, product and service range.

Key Benefits

Simplify the onboarding process
Superior customer experience
Validated data from regulated institutions
Easily integrated, modular tools
Focus on customer security & privacy

Interested in learning more? Contact us!

We believe in bringing financial transactions to life, with you! Contact us for more information and your non-binding quote.

Your contact person
Christian Hegeler
Head of Sales & Account Management
Phone: +49 40 22821271
E-Mail: inbound-connect@finleap.com