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Customer Onboarding

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Product Summary

Multi-channel on-boarding solution that provides an essential link between systems of engagement & systems of record

With Eccentex you can
• Walk new users through your on-boarding process step-by-step
• Digitally capture essential documents such as IDs, proofs of residency and etc.
• Design and launch automated processes and workflows that reduce on-boarding cycles
• Implement intelligent skills-based Omni channel routing (voice, email, chat)
• Automatically apply due diligence procedures in real-time to account for specific regulations and other business-defined criteria.
• Measure customer conversion success
• Create and modify forms, rules and processes without the need for coding or intervention from IT.

  • Screenshots

Screenshots

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