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Customer Onboarding Systems

VendorMatch Directory

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.
  • Commercial Banking from the Pioneer in Cloud Banking. Built into nCino’s Cloud Banking Platform, our Commercial Banking Solution transforms ever…
  • Small Business Banking is essential to building an organic deposit base. Embrace the opportunity with nCino’s lending, account opening, and trea…
  • Enterprise-grade Mobile Wallet Platform Ready, proven, one-stop-shop solution, enabling financial service providers to leverage the winning use…
  • EXL has been in the professional services space providing industry leading solutions and expertise to ourglobal clients. Over the past 25+ years…
  • BankPlus is egabiFSI's core banking solution that is designed and built with the latest technologies, offering banks and financial institutions…
  • A global platform which truly bridges the gaps in your business, Conect allows you to easily manage the professional, contractual and performanc…
  • Fidor brings innovative ways to engage and onboard customers in a friendly yet compliant manner right from their smart devices, web and mobile,…
  • FirstGen is a fully integrated P&C Policy administration system that supports quotation, new business, accounting, Claims settlement and Outward…
  • PFTPro is a Wealth Management digitalization suite which supports the entire investment process. It is composed of independent, yet tightly inte…
  • InsuredHQ is a mission-critical, cloud-based application that provides complete end-to-end policy, claims, accounts, and document management sys…
  • Evolving customer needs, changing demographics, new technologies, and the pandemic have led to a need for accelerated digital transformation in…
  • Asseco BooX, the Bank out of the Box. We craft digital banking experiences that change the competitive game for you and your customers. Our team…
  • HCL’s Mode 1-2-3 strategy helps future proof our customers' business, by deploying a concurrent, three-point spotlight on the existing core of t…
  • Acsel Suite is a set of collaborative modules that render the system adaptable and flexible, integrating modules to design and manage the variou…
  • Deliver better documents faster! Automate the creation, delivery and storage of your important documents to streamline the way you communicate w…
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