Onboarding solutions
from mesoneer

Offer your new customers the best possible user experience during onboarding, complete with a full identification and product origination process. Position your bank as a digital pioneer.
OnSite
Online
Mobile

In which onboarding areas can we support you?

Select the services you would like to find out more about.
Features

Most important features

SME Onboarding

Offer your new SME customers a smooth onboarding experience – digitally or in person. Strengthen your position as an innovative bank with a smart solution that delivers.
Self-service or on-site onboarding
Automated data transfer and verification
Digital identification and signature
Seamless integration with core banking systems and banking processes
More efficient back-office processes
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Private Client Onboarding

The digital onboarding solution for individuals – mobile, online, and on-site. The solution enables a fully digital account opening process, including automatic identification, legal verification, and immediate product activation.
Customized onboarding paths – on-site or digital
Automated identification & digital signature
Mobile-first user experience
Validated data in real time
Direct further processing in the core banking system
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Digital identification

The go-to platform for digital business transactions. Easy to use cross-channel identification, signature, or both. Flexible with multiple security levels.
Flexible identification and signature system
Fast and easy identification
Legally binding digital signatures
Automated digital processes
Highest security standards
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Electronic Signature

Upgrade your signature with signeer – the secure, legally compliant and innovative solution for electronic signatures!
Legally secure, digital signatures
Optimization of onboarding and signature processes
Flexible SaaS platform
Comprehensive integration of third-party systems
Reduced administrative effort
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Benefits DIGITAL CLIENT onboarding

Why should you choose the Digital Client Onboarding Suite from mesoneer?

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.
Blog

Everything about SME Onboarding

Woman doing online identification with qualified electronic signature while travelling.
Online identification with qualified electronic signature
New online identification using both passport and identity card for contract closures with high compliance requirements.
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mesoneer
 | 
04.04.2023
Woman using digital self-onboarding software on her phone.
Customer Lifecycle Management (CLM) in the financial sector: digital from A to Z 
If financial service providers want to remain competitive, there is no way around professional CLM including self-onboarding. Thanks to mesoneer's many years of experience and innovative software solutions, the entire customer lifecycle can also be digitized seamlessly and in compliance with the law in the financial sector.
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mesoneer
 | 
03.11.2022
Digital onboarding software for different banks of the ESPRIT network.
New digital onboarding solution for the ESPRIT network
The IT service provider for banks and financial service providers ESPRIT Netzwerk AG launched its new digital onboarding solution from software manufacturer mesoneer AG this week. The application supports use cases for self-onboarding and guided onboarding in bank branches and covers both natural and legal persons. Thanks to mesoneer's own digital identification solution, which is directly integrated into the onboarding solution, the onboarding process remains convenient at all times and also complies with the necessary regulatory requirements. Six banks in the ESPRIT network are currently planning to switch to the new solution, although the application is also open to other banks in the network thanks to its multi-client capability.
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mesoneer
 | 
14.12.2023
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Your Direct Line to mesoneer

Do you have questions about our solutions or are you looking for a software company for your next project? Get in touch with mesoneer – we are happy to advise you.