Increasing regulatory pressure on the financial services community means that the customer acquisition process must withstand a myriad of documentation vetting, identity checks and KYC requirements. The paradox effect of increased regulatory overhead paired with the desire for more efficient and accurate customer on-boarding presents a unique challenge.
Acquire is a web based customer acquisition tool that allows branches to initiate and manage the client account opening process while following structured user definable workflows and document paths . Acquire automates, centralizes and standardizes the customer acquisition process so that client account details can be verified, checked for duplication and completeness, and either routed back to a client, branch, internal department for review and / or correction, or onto the next stage for further processing. The system also allows for the setting of different processing rules based on product and account types.
Acquire presents the opportunity to efficiently open accounts with greater data accuracy and move customers through your on-boarding process, positively impacting on their customer service experience.
Key Features
- Web Service driven data verification (eg. PAN verification)
- Single Entry at remote location
- View Account Status
- Customer email / SMS integration upon completion
- Generation of single view profile sheet
- MIS
- Real time courier tracker
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