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.