Customer Onboarding Systems

VendorMatch

Find customer on-boarding systems and solutions from vendors listed on our directory. Our platform supports research and evaluation of software technology enabling you to analyse and compare functionality for client on-boarding for investment funds, wealth managers, and banks. Customer onboarding solutions include business line, operations, and compliance/risk elements, spanning from customer acquisition, account opening, KYC/AML, and fulfillment.
  • NexJ Customer Relationship Management (CRM) for Private Banking has intelligence built-in, and integrates client profile, interaction, and transa…
  • NexJ Customer Relationship Management (CRM) for Corporate Banking has intelligence built-in, and integrates client profile, interaction, and tran…
  • BankWorld Mobile App is the next-gen banking app available from CR2’s BankWorld platform. It is beautiful in design and delivers high visual imp…
  • iDEAL Wealth and Funds is a powerful and scalable wealth management & Investment Management multi-currency solution designed to manage Clients i…
  • Engage. Retain. Deliver. Transforming client engagement for wealth managers and private banks. Focus:wealth simplifies, streamlines and automate…
  • Why Good Enough Isn’t In Digital Banking No matter how you look at the results from a recent JD Power online survey measuring the level of consu…
  • fOS is a logic-embedded middleware engine powering a diversified financial ecosystem. It provides a faster, lower cost and lower risk alternati…
  • The WDX ONE client lifcycle management platform provides five key pillars of technology that are vital to support wealth and investment managers…
  • C2 Covalent is an automated loan decision-making system provided to banks, credit unions, and other finance organizations. The system provides b…
  • CSI Meridian.Net Core processing platform To remain compliant and profitable as a growing bank, you need a flexible core banking system that emp…
  • CR2's Digital Banking Platform - Over 20 years ago, CR2 pioneered the early digital banking market, launching a market leading product known as…
  • ETHIX by ITS offers a technology solution for the effective delivery of all Islamic banking instruments such as Murabaha, Financing Ijarah, Tawa…
  • Digital banking – Cyberbank Digital Omnipresent. Omnisatisfaction. The Cyberbank platform delivers customized, multisegment financial services t…
  • channelUNITED®platform provides an open standards, core-independent, omnichannel solution that spans both self-service and assisted channels to…
  • Wizzio is a customer journey design platform that leverages open API’s and business driven building blocks to enable digital experiences
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