Automate the Last Mile ofClient Onboarding

Meet the first end-to-end automation platform for banking onboarding operations focused on post-AML KYC steps.

We streamline the implementation work between customer approval and full activation, eliminating manual processes and wasted time.

Drive Immediate Business Value

Deliver an exceptional client experience, stop losing revenue, and save costs.

95%+ faster activation

Accelerate Time to Revenue

Transform 5-10 days of implementation into minutes. Get deposits faster, avoiding lost revenue due to waiting.

95%+ staff cost savings

Reduce Labor Costs

Eliminate manual processing steps and save on staff costs. Eliminate hours of employee time spent per customer activation

Less abandonment

Minimize Drop-offs

Keep momentum with a frictionless experience. Avoid customers that change their mind while waiting for full activation.

Increased CSAT and NPS

Elevate Customer Experience

Deliver a modern, digital-first experience that exceeds expectations. Our platform helps achieve 95% customer satisfaction rates and drives powerful word-of-mouth growth.

Connect Your Systems

Integrate your technology stack with our platform for rapid implementation.

CRM Systems

Seamlessly connect with Salesforce, Dynamics, and other major CRM platforms

AML KYC Systems

Integrate with data from AML KYC steps that precede approval

Core Banking

Deep integration with major core banking systems and processors

Digital Platforms

Connect directly with online and mobile banking platforms and customer messaging

And Many Others

We integrate with a wide range of systems across financial services, from legacy core banking to modern API-first platforms.

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Configure Implementation Workflows

Select from predefined workflows or configure based on segment, customer type, and products involved.

TYPICAL STEPS

Converted and Approved Customer
Systems
CRM
AML KYC
Others
Tasks
Lead Conversion
AML KYC Checks
Approval
Customer Profile Creation
Systems
CRM
Core Banking
Tasks
Create Customer Identifier
Sync Data
Banking Product Enablement
Systems
Core Banking
Card Processing
Tasks
Create Bank Account
Issue Cards
Activate Other Products
Digital Banking Enrollment
Systems
Online/Mobile Banking
IDPs/SSO
Tasks
Customer Profile Creation
Roles Assignment
Credentials Creation / Linking
Enabling account access
Sending Digital Banking Credentials
Systems
Online/Mobile Banking
Email/Messaging Systems
Tasks
Product Match
Offer Creation
Welcome Communications
Systems
Email/Messaging Systems
Tasks
Send Welcome Email
Send Other Communications
Fully Onboarded and Activated Client
Systems
Active in all relevant systems
Tasks
All tasks complete

Get End-to-end Automation with Full Visibility

Automate onboarding implementation with our intelligent process engine and easily monitor activity.

Case Management

Centralized view of all customer onboarding cases across the entire lifecycle

Task Automation

Automation of tasks following configurable workflows and escalation triggers

Document Handling

Automated document collection, validation, and e-signatures

Platform Integrations

Easy integration with all relevant systems throughout the workflows

Monitor Progress in Real Time

Customized views and controls based on user roles and permissions

OnboardRamp

Protected at Every Step

Comprehensive protection with rigorous verification of every interaction

Zero Trust Architecture

Every request is verified, regardless of source

Cloud-Native Security

Security built into every layer of infrastructure

Identity as Foundation

Fine-grained identity-based access control

Defense in Depth

Multiple layers of network and runtime protection

Automated Operations

Continuous security posture management

Secure by Default

Production-hardened defaults with DDoS protection