Client Onboarding

Banking

System Connectors:

Avaloq

Temenos

MS Dynamics

Finnova

Custom Systems

Key questions answered:

How long does each onboarding step take?
Where are compliance checks getting stuck?
Which channels or branches perform best?

Business impact:

Accelerate onboarding cycle time by up to 50%
Improve compliance rates
Enhance customer loyalty and early engagement

Supported systems:

CRM platforms

KYC solutions

document verification tools

core banking systems

Overview

Accelerate Onboarding and Improve Client Experience from Day OneThe Customer Onboarding app from Verdant Data gives banks a complete, process-level view into how new clients are onboarded, from initial request through regulatory checks and final account setup. Powered by UiPath Process Mining, it surfaces hidden inefficiencies, identifies SLA violations, and helps your teams deliver a seamless first impression.

By integrating data across CRM, onboarding portals, KYC/AML systems, and back-office operations, the app empowers banks to reduce onboarding times, eliminate drop-offs, and increase regulatory compliance.

Unleashing the Power of Process Mining:

‍Faster Time-to-Activation: Identify delays in approvals or documentation that slow down onboarding.

Reduced Drop-Off Rates: Monitor abandonment trends and optimize digital onboarding flows.

Improved Compliance: Track KYC/AML process performance and policy adherence.Customer-Centric Metrics: Benchmark onboarding experience with detailed KPI dashboards by channel, region, or customer type.

Features

End-to-End Process Visibility: Analyze onboarding across all channels — retail, private, and corporate — down to each subprocess.

Bottleneck & SLA Violation Detection: Instantly highlight stages where files sit too long or tasks are repeatedly reworked.

Multi-System Integration: Consolidate events from Salesforce, KYC tools, core banking, and ticketing systems for a single source of truth.

Customizable Dashboards & Views: Tailor process views for compliance, operations, and sales teams to track metrics most relevant to them.

List of KPI's to be measured:

End-to-End Onboarding Cycle Time

Average time from application/request to account activation.

Drop-Off Rate

% of onboarding cases abandoned before completion.

Manual Handover Rate

% of onboarding steps requiring manual touch.

SLA Violation Rate

% of cases breaching defined service levels.

KYC/AML Check Duration

Time taken to complete compliance checks.

Document Rework Rate

% of applications returned for missing/incomplete documentation.

First Time Right Rate

% of onboarding cases completed without any rework.

Channel Mix Ratio

% onboarding started/completed via digital vs. manual channels.

Compliance Breach Incidents

Number of non-compliance events detected in onboarding.

Average Approval Time

Time from submission to approval (or next step).

Conversion Rate

% of onboarding requests resulting in successfully activated accounts.

Average Time in Queue per Stage

Bottleneck identification—where do cases stall.

Automation Utilization Rate

% of cases handled by bots or digital workflows.

Exception Handling Rate

% of cases requiring escalation or exception processing.

Customer Satisfaction Score (where available)

Internal metric but can be tied to process improvement.

See It in Action. Book a Demo

We support full demo environments with sanitized data and offer implementation support tailored to your stack and goals.

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