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.

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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