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Digitizing the
Customer Onboarding
Experience

Digitizing the
Customer Onboarding Experience

How to avoid old paperwork processes and quickly
onboard new customers with mobile technology

Start Now
Digitizing the
Customer Onboarding
Experience

How to avoid old paperwork processes and quickly
onboard new customers with mobile technology.

Start Now

Agents can take your business anywhere by simply using a smartphone, providing a good customer onboarding experience

Agents can take your business anywhere by simply using a smartphone, providing a good customer onboarding experience

Remote digital onboarding is a flexible way for companies to get their services to places of difficult access and distant communities. In developing countries, branches are often located far away from rural areas, so it’s hard to reach the population in these locations.

In Africa and Midle East, this method has grown together with an agent network strategy – customer onboarding for new services is done with the assistance of agents that guarantee more security to the process.

With a smartphone in their pockets, agents can take any business anywhere, reducing operating costs, improving client convenience and spotting new market segments.

Extra security for compliance requirements

No matter in which industry you are, whether it’s Banking, Telecommunications, Insurance, High Risk Corporates or Utilities, ensuring a secure and compliant onboarding process is mandatory due to governmental legislation.

Many providers still rely on paper forms and manual compliance checks, turning this into a slow and inefficient process.

With a mobile digital onboarding solution you can onboard customers to new services in a secure way and offer a better customer experience in account opening, SIM card registration and other processes with mandatory KYC.

The digital onboarding steps

Onboard customers to new services in less than 5 minutes with mobile technology

Onboard customers to new services in less than 5 minutes with mobile technology

The process is launched with the mobile application digitally scanning the client’s identification, which captures data in the machine-readable zone.

The agent helps the customer and completes the required fields in the app, which sends the data to the company’s system (provider). To verify identity, the provider creates an account and sends an SMS text with the new account number to the customer. The new customer makes a deposit, which then activates the new account.

This whole journey takes less than 5 minutes.

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Digital Agent - Alternative Delivery Channels

Scale your business with Mobile Customer Onboarding

  • ACCOUNT OPENING OPTIMIZATION

    Digitize and automate your document workflow, leaving behind the paper-anchored process, eliminating all the constraints and errors of manual validation. Reduce registration times and activate accounts only after validating all KYC requirements.

  • IDENTIFY YOUR CUSTOMER

    Capture and validate your customers’ documents without having to fill in any paper forms. Our solution includes OCR, anti-fraud document or record checks, e-signature and biometric capabilities that ensure the registration matches the real customer identity.

  • IMPROVED CUSTOMER EXPERIENCE

    Transform the information-intensive journey of opening an account in agent’s outlets into an effortless process ensuring a great customer experience, with a fast and secure solution to onboard and manage clients.

  • HYPERLOCAL SERVICE ACCESS

    By decentralizing the process, your agents gain mobility to work from a store or at the street near where the customers. Offline enables rover teams to perform activities in remote regions.

  • SEAMLESS AGENT MANAGEMENT

    Papersoft’s platform allows managing a sustainable agent network, upgrading the agent onboarding processes and quality of new agents with greater data insights about the entire operation.

  • TECHNOLOGY BUILT FOR EMERGING MARKETS

    Our app works on basic smartphones and allows agents to work anywhere even in areas without connectivity. Validate all information offline with business context alerting issues.

“The client onboarding process has two main impacts both of which negatively impact client experience. The first is the time it takes to onboard clients(…) The second is the number of times the client is contacted for documentation, which can be time-consuming and damage the relationship.  (…) By committing to innovation and adopting the technology already available to streamline KYC processes, FIs can put themselves ahead of the regulatory curve and turn their challenge into an opportunity.”

Thomson Reuters in KYC compliance: the rising challenge for financial institutions
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