We understand the importance of a seamless and intuitive experience when it comes to client onboarding, and that's exactly what we offer.
With an appealing, clean, and modern user interface, our platform guides clients through the onboarding process step by step. Whether you’re on a desktop, tablet, or mobile device, our omni-channel approach ensures flexibility, allowing you to switch devices effortlessly via a QR code.
But that’s not all – we pride ourselves on configurability. Tailor your data entry requirements to your business needs, and choose between classic and conversational form data entry styles. Our platform allows you to create customizable offers, be it through text, images, or videos, with the option to attach full documents for clients to download. Clients can select multiple offers during the onboarding, and all aspects can be modified through our intuitive back-office onboarding CMS.
User Friendly
- Appealing design. Clean and modern user interface to guide the client through the step-by-step process.
- Omni channel. Available on desktop, tablet and mobile with the option to switch from one device to another via QR code.
- Help chatbot. A help function throughout the onboarding process.
Customizable Data Entry
- Details required are configurable according to the business needs.
- Users can choose 2 styles from form data entry: Classic & Conversational.
Customizable Offers
- Offers can be promoted in the form of text/image/video.
- A full document can also be attached to respective offering for clients to download.
- More than one offer can be chosen by a client during the onboarding.
- All text, data entries and offers can be modified by the Tonic back-office onboarding CMS.
Intelligent Document Scanning
- Documents and address are scanned, and information is automatically extracted for the client to confirm, rather than clients having to manually enter details.
- The list of documents supported for verification purpose is configurable: ID Card, Passport and/or Etihad Credit Bureau.
Face Recognition Photo / Compliance Video for Verification
- The client is asked to take a selfie that is compared with the verification document photo presented.
- A confidence score is then presented in the back-office for compliance to review.
- A video session of this process is recorded for compliance reasons and is available for compliance to verify.
- A Optionally one can configure the onboarding journey to also include a video call with a back-office agent for extra verification.
Onboarding Back Office
- The compliance officer will have access to the document verification process whereby the video recorded session during the process can be played. The verification process also extracts verification statistics in relation to the face recognition.
- The compliance officer can also review the offering that the client opted for and the advanced information of respective onboarding application.
- A configurable workflow is set for each onboarding type so that each instance goes through the appropiate onboarding flow. This also supports automation to third party systems such as CRM.
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