Give your customers the convenience they seek

The digital revolution has blurred the boundaries between the physical and digital realms. In today’s world of instant gratification, your customers—both existing clients and new prospects—do not want to spend hours on end at your bank filling out details. They would rather choose a secure digital onboarding option that can be completed with a few clicks, swipes or taps of the keys. Creating a convenient, seamless and enjoyable onboarding process is vital to keep up with the changing needs of your clientele and the financial ecosystem.

Clayfin’s Digital Onboarding Solution opens up your products and services to customers by bringing in fluidity, responsiveness, and easy navigation to long-winded onboarding processes. Bespoke processes that integrate with multiple products, enables increased transparency of customer applications, while also being vendor agnostic. The consistent interface across channels, with minimal bank staff interactions and easy filling of information ensure that your customer has an enjoyable onboarding experience—while you increase your conversion rates with low operational costs.