Digital Client Onboarding Suite
Offer your new SME customers the best possible user experience for self-onboarding and position your bank as a digital leader.
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Use Cases for mesoneer’s Digital Client Onboarding Suite
Self Onboarding
An employee or trustee of an SME starts the online request to establish a business relationship.
Guided Onboarding
A client advisor from the bank carries out the onboarding together with a representative of the SME. This can take place at any location, for example at the SME's place of business.
On-site Onboarding
A client advisor carries out the onboarding at a bank branch. The SME's authorized signatories are present on-site.
Business account in just six steps
Contact person
Enter contact person for onboarding.
Company information
Query of the company in the commercial register with automatic data transfer. Complete missing information manually.
Legal questions
Answer legal questions regarding compliance requirements.
Authorized signatories and controlling owners
Done - all documents are signed electronically.
Digital identification and signature
The authorized signatories receive a link by e-mail to digitally identify and sign the documents.
Open account and get started
Once the documents have been signed by everyone, the bank can complete the onboarding process.
Want to see mesoneer's Digital Client Onboarding Suite in action?
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Most important features
Customization
The application is multitenant and therefore allows bank-specific adaptations. These include the following customizations:
Individual branding in line with the bank's CI/CD
Bank-specific product catalog with configurable highlights, descriptions, additional products and target group restrictions
Individual text customization such as legal information and exclusion criteria
Automatic reminders
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
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 recorded addresses of the authorized signatories and those of the specified controlling 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.
Why choosing mesoneer’s Digital Client Onboarding Suite?
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 the commercial register and the verification of addresses enables high data quality with few errors. This simplifies the post-processing of cases in the back office.
Always available
The solution allows you to always be there for new customers - no matter when and where.
No integration needed
No internal bank systems need to be connected in order to use the solution. All data can be processed directly using the export function.
Cloud-based
As a cloud-based SaaS solution, the Digital Client Onboarding Suite is fully operated and maintained by mesoneer.
Ready to use
mesoneer's Digital Client Onboarding Suite can be configured in no time and is therefore quickly ready for use - without the risk of a project.
Ready to talk?
Do you have any questions? Does your business need our expertise? Or are you interested in one of our products? Drop us a message - we will get in touch as soon as we can.