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TotalAgility , SignDoc , Customer Communications , Kofax RPA

Customer Onboarding & Account Opening

  • 10-06-2021
  • TotalAgility , SignDoc , Customer Communications , Kofax RPA
  • Banking & Insurance , Government , Financial Services
  • 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_640

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