Digital Client Onboarding
Offer your new customers the best possible user experience during onboarding, complete with a full identification and product opening process. Position your bank as a digital pioneer.
These companies rely on onboarding solutions from mesoneer
Use Cases for mesoneer’s Digital Client Onboarding Suite
On-site Onboarding
Self Onboarding
In nur 4 Schritten zum neuen Konto
Select customer type
Single person or associated persons
Choose desired product:
e.g. private account, pillar 3a account, etc.
Identify customer
Identification & confirmation of automatically scanned personal data
Sign contract and get started
Direct signature and instantly get the new products
Most important features
Customization
The application is multitenant 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
Easy identification of other persons
Add additional persons quickly and easily. The identification process is conveniently carried out online, so that all parties can be integrated seamlessly and without additional effort.
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Digital identification and signatures
By integrating m_IDeal, authorized signatories can easily identify themselves digitally. The generated documents can then be signed electronically in one go - securely and in compliance with the Anti-Money Laundering Act.
Validating addresses
Both the addresses of the authorized representatives and those of the specified supervisory authorities are validated using a linked Swiss Post service.
Keeping track with the dasboard
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.
Advantages of mesoneer's digital onboarding for individuals
Easy to use
With this intuitive solution, you can open a bank account in just a few steps. Displaying the progress of the process makes it even easier to find your way through.
Improved data quality
The transfer of data from onboarding ensures high data quality and minimizes errors. This makes it much easier to process the cases in the back office.
Always available
The solution allows you to always be there for new customers - no matter when and where.
Integration Possible
mesoneer offers the optional connection to third-party systems such as core banking, CRM and archives, but does not require a connection to internal banking systems. All data can be processed directly via the export function.
Saas solution
As a SaaS solution, the onboarding solution is fully operated and maintained by mesoneer. However, the entire operation or parts of it can optionally also be carried out on-premise.
Ready to use
mesoneer's digital onboarding as a service is configured in no time and quickly ready for use – without the risk of a large-scale project.
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