Solution

JoinTEC (Intelligent customer onboarding)

JoinTEC (Intelligent customer onboarding) Overview

JoinTEC is considered to be the most strategic step in the customer success journey. JoinTEC sets the tone for Banks, Insurance, Telecom in their relationship with clients and ensures strong product adoption, a step upon which a successful customer journey is founded

Features

KEY FEATURES

  • Multi-Channel onboarding
  • Document Collection Comply with KYC
  • Regulations Identity Verification
  • Functionality Seamlessly Connects to CoreBanking & other Line of Business applications
  • Simple & Easy to use interfaces

Benefits

KEY BENEIFITS

  • Higher customer satisfaction.
  • Reduces churn rate.
  • Reduces KYC due diligence.
  • Lower customer support cost.
  • Improves Product adoption.

Technical Details

Inputs

Read from Card Reader, Direct Data input and Integration to third party solutions for data inrichments.

Outputs

Account Opening Contract and Data in Core Systems

Geographic Availability
Global

Additional Information

Customer On-boarding is considered to be the most strategic step in thecustomer  success  journey.  On-boarding  sets  the  tone  for  Banks,Insurance,  Telecom  etc.  relationship  with  clients  and  ensures  strongproduct  adoption,  a  step  upon  which  a  successful  customer  journey  isfounded.  That’s  why  creating  an  outstanding  customer  On-boarding  isone of the most critical functions for Organizations as it directly impactsclient experience and servicing all of which, in turn, impact profits.

JoinTEC provides a remote smart Customer On-boarding platform to speed upthe process for account opening. A fully customizable workspace for Bankstaff from different authority levels to create, manage and approve AccountOpening.  The  JoinTEC  solution  is  capable  of  handling  different  accounttypes  among  banks  client  segments  such  as  Retail,  Corporate  andCommercial etc.. through Omni channel handling web, mobile and tablets

Created By

Products

TotalAgility
Transformation

Industry

Financial Services

compatibility

TotalAgility

Business Process

Accounting and Finance
Operations
Customer Service
Production

Last Updated

February 13, 2025

Consulting Required

Yes

Support Available

Yes

Pricing

Contact for Pricing