TRANSFORM
YOUR CUSTOMER
ONBOARDING.

Automate & optimize your customer onboarding process

MINIMIZE ERRORS

Automate and optimize the customer onboarding process reducing errors. From integrated e-signatures to identity & anti-money laundering checks.

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Key benefits

Speed

Fast customer on-boarding
Error reduction

Accurate digital workflows
Streamline compliance processes

Risk reduction
Increased employee satisfaction

Maintain control without burden

EVOLVE FROM TASK MANAGEMENT TO STRATEGIC DELIVERY

Our solutions support the overarching mission of bridging the financial inclusion gap in the country.

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10X

Reduction in process cycle time

99.95%

Compliance rate

4.8

Customer satisfaction

Key components of Crown customer on-boarding BPM

CUSTOMER IDENTITY VERIFICATION

Quickly verify the identity of potential customers, which ensures compliance with Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations.

APPLICATION FORMS AND QUESTIONNAIRES

Allows creation of a user-friendly interface for customers to complete application forms online and answer relevant questions, such as information about income, expenses, and credit history.

DIGITAL DOCUMENT UPLOAD AND STORAGE

Enables customers to securely upload and store supporting documentation, such as ID proofs, financial statements, and employment records.

ELECTRONIC SIGNATURE

Permits customers to sign legally binding documents electronically through Aadhar e-Signatures, streamlining the process and reducing the need for physical signatures.

CREDIT CHECK AND RISK ASSESSMENT

Performs a credit check and risk assessment on potential customers, helping the financial institution make informed lending decisions.

WORKFLOW MANAGEMENT

Manages the flow of tasks and approvals, ensuring that the customer onboarding process runs smoothly and efficiently.

INTEGRATION WITH BACK-END SYSTEMS

Integrates the digital customer onboarding solution with the financial institution’s existing systems, such as accounting and loan management systems.

USER MANAGEMENT AND ACCESS CONTROL

Manages user access to the system, ensuring that sensitive customer data is protected.

REPORTING AND ANALYTICS

Facilitates access to real-time data and insights into the customer onboarding process, helping the financial institution identify areas for improvement and make informed decisions.

MULTICHANNEL ACCESSIBILITY & SINGLE SIGN-ON

Provides multi-channel accessibility for customers, enabling them to complete the onboarding process from their personal devices or platforms.

What does our solution include?

✔ CUSTOMER IDENTITY VERIFICATION
✔ APPLICATION FORM AND QUESTIONNAIRES
✔ DIGITAL DOCUMENT UPLOAD AND STORAGE
✔ ELECTRONIC SIGNATURE
✔ CREDIT CHECK AND RISK ASSESSMENT
✔ WORKFLOW MANAGEMENT

What our clients say

The key benefit is that all documents are available one click. We can log in an get any document we want. We can also search documents in several ways and it's very easy to find them. There is also a workflow in place around invoice processing and it is so much easier to manage.

Carlsberg
Our HR department at Perfetti Van Melle India greatly benefited from Crown's content management solution. With an enormous amount of physical documents to securely store, we were able to completely remove internal cabinets and seamlessly access data in a quicker way. This made hiring more efficient and allowed our company to grow faster. Crown's solution was also GDPR compliant, ensuring our data was handled securely.

Perfetti
Crown has been highly impactful in transforming the way we handle and store crucial customer identification information. Their CKYC solution is fast, efficient, and unrivalled in terms of pricing and service quality.

Fullerton