Digitales KMU-Onboarding as a Service
Bieten Sie Ihren KMU Neukund:innen die bestmögliche User Experience beim Self-Onboarding und positionieren Sie Ihre Bank als digitale Vorreiterin.
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The application supports multiple tenants and therefore allows bank-specific adaptations. These include the following customizations:
Branding per client
Product configuration incl. description, criteria, product bundles with several products as well as the configuration of additional products such as e-banking and cards
Legal information and exclusion criteria
Automatic reminders
Bank-specific components
Connection to commercial register
During the onboarding process, the applying company can be selected in the commercial register. The relevant data is automatically transferred and can then be completed. Sole proprietorships that are not listed in the commercial register are also permitted and can be entered manually.
Digital identification and signatures
The integration of m_IDeal makes it easy for people to identify themselves digitally – securely and in compliance with the Anti-Money Laundering Act (AMLA). The generated documents can then be signed in one go with a qualified electronic signature (QES).
Digital Trust Platdorm
Validating addresses
Both the addresses of the authorized representatives and those of the specified supervisory authorities are validated using a linked address service.
Keeping track with the dashboard
The application's dashboard simplifies the further processing of incoming onboarding cases and thus supports the back office.
Users of the bank can access the dashboard via personal login.
Overview of current and closed cases.
Detail view of the individual onboarding cases.
Channel change from "on-site" to "online" and vice versa for identification and signature.
Creating a new guided onboarding case.
Export of data of completed cases including signed basic contract, identification information and json file containing the recorded data for further processing in internal bank systems.
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