Digital Onboarding

Clayfin - Customer Experience Platform Clayfin Platform Clayfin Platform

Make a great first impression with prospective customers

Digital is transforming the way customers Bank. Instant gratification and access on-demand is the norm. And this phenomenon is no different in case of customers wanting to start a new relationship or looking for new products from Banks.

With digital becoming the first touch point for a customer’s banking experience, how do you impress your prospects to be customers even before they become your customers? Can they explore your product offerings in an intuitive manner, watch videos, speak to someone if they need any help and then subscribe to the product they need?

Clayfin’s Digital Onboarding helps you make the right first impression on your prospects. The solution makes the account opening process a win-win for customers and the Bank. It is designed to enhance the online account opening experience by enabling your prospects onboard instantly with ease. While it helps Banks, not only reduce the cost of acquisition but also enhance brand perception and increase cross-sell opportunities resulting in increased revenues.

digital onboarding benefits

Easily guide prospects towards new products.

  • Create and publish new products on the fly
  • Allow Users to explore Products through Catalogue, Attributes, Simulator and Videos
  • Support users through Chat, Contact Us or Contact Me

Turn prospects into customers faster.

  • Enable users to click and upload Pictures, Documents, Signatures
  • Allow existing customers to apply for products quickly by auto-filling data
  • Enrich customer applications by integrating with e-KYC (Aadhaar) / Credit Score System
  • Offer the flexibility for users to save and retrieve application across devices
  • Approve applications online and allow users to open account instantly

Key Benefits

  • Faster conversion rate
  • Increase customer acquisition
  • Increase cross-sell and up-sell
  • Improve customer experience
  • Reduce operational cost

Request a demo

Download Brochure