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Customer Communications , Kofax RPA , SignDoc , TotalAgility

Customer Onboarding & Account Opening - Short version

  • 10-06-2021
  • Customer Communications , Kofax RPA , SignDoc , TotalAgility
  • 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 through 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.

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