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Customer onboarding systems

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Overview

Connect with your customers from the first contact

Give your customers a simple and secure omnichannel experience from the start, turning them into digital users in a few seconds.

It simplifies and automates the processes of registering customers and managing access to digital channels, reducing costs and providing a better experience.

Functionalities

Our modular solutions are designed to provide the best user experience in a safe way, meeting your expectations and the regulatory requirements.

·Digital Onboarding

Create users securely, by registering and validating the person's critical data.

It captures, reads and validates identification documents, with extensive global coverage.

Record the facial biometrics or “Facemap” of the person performing a life test and check that the Facemaps are not duplicated. In turn, you can validate personal data such as email and mobile phone, generate static credentials, integrate official entities to validate the identity and connect with external databases to control people on blacklists.

·Login

It allows positive identification of your users with different secure and frictionless authentication mechanisms, according to each channel.

·Account Recovery

Give your customers an agile, secure and 100% digital experience to regain access to the channel when they need it.

·Profile

Allow your customers to self-manage their personal data, edit their authentication methods and configure preferences.

·Back Office

It has a digital channel to facilitate the management of your collaborators, providing them with tools to assist customers properly and drive sales.

Which features are included?

-Check the list of users on every step of the onboarding process.

-Access user details, with valuable information from the Onboarding journey to identify opportunities that promote conversion.

-Manage users with fully secure processes and monitor their activity.

-Support your customers with valuable information whenever they need to.

Benefits of Onboarding & Digital Identity

·AI Technology

It integrates a digital onboarding solution that uses certified AI technology to record and validate people's identity documents and biometric data.

·Security and trust

Mitigate fraud and ensure the security of your entity throughout the customer journey.

·Self-management

Allow your customers to recover their accesses and self-manage their personal information at any time.

·Omnichannel

Give your users an omnichannel experience that allows them to move freely between Mobile and Web channels.

·Customer analytics

It has valuable information based on analytics, to detect opportunities to improve user experience and promote commercial conversion.

·Value Management

Invest your employees' time in valuable affairs by preventing them from performing high-risk operational tasks.

·Quality partner ecosystem

You can count on our ecosystem of trusted partners to leverage your digital strategy.

The power of Onboarding & Digital Identity

Offer unique experiences to your customers.

·Autonomy and security

Our Login, Account Recovery and Profile solutions provide greater autonomy and security to the user in managing their access to the channel, promoting greater loyalty with simple experiences.

·Onboardings without borders

Promote universal Onboarding for different segments and countries.

Design different flows based on business rules thanks to our Business Rules Management service.

·100% conversion

If users leave the Onboarding, encourage them to resume the registration process through our Push Notifications service.

·Verification according to rules

Validate the identity of your users using business rules, combining our Security Suite solutions with our Business Rules Management service. Accordingly, you can configure the authentication you need depending on the channel, profile and type of operation.

·Geolocation as an ally

It detects possible fraud in a preventive way and/or carries out commercial actions based on the user's geographical location.

Key Benefits

It allows greater control of what happens in the channel at a centralized level, mitigating internal fraud.

Onboarding increases conversion due to its agility, simplicity and 24/7 availability from anywhere.

The rapid self-management of the user to recover their access to the channel promotes greater transactionality and improves their experience.

By having valuable information, opportunities to improve the experience can be detected to favor commercial conversion.

KYC requirements are met in terms of validating the real identity of users, preventing cases of fraud due to identity theft.

It allows compliance with the regulatory framework regarding digital channels of financial entities

The back office allows the entity's collaborators to provide better support to customers.

Reduces the need for branches, reducing overhead costs