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SignDoc , TotalAgility , Kofax RPA , Customer Communications

Customer Onboarding & Account Opening

  • 10-06-2021
  • SignDoc , TotalAgility , Kofax RPA , Customer Communications
  • Financial Services , Banking & Insurance , Government
  • Petra Mclaughlin
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This demonstration illustrates a complete customer onboarding journey within a bank, from an account opening submission, processing the application within the bank, through to the customer receiving a welcome letter and signing for the package with e-signature. It explores many different Kofax capabilities and how the technology can be used to enhance the customer onboarding process and maximize efficiencies throughout the process.

https://i.vimeocdn.com/video/1160004297-99e85ed55aac0e2b5563db639992ac542e16dd3940875ad4fdd86b9d51125c01-d_640

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