WeCodee Customer Onboarding is designed with the modern bank in mind. It is specifically aimed at helping financial institutions streamline and optimize their customer engagement processes, enhancing customer experience, and expanding the bank’s reach. With the advent of technology, banks need an efficient way of opening customer accounts and expand the customer base.
Our innovative product allows customers to open accounts without the hassle of filling forms at a branch. Our smart system manages the new customer requests, allocates the request to the bank’s admin, and handles the multiple numbers of requests efficiently.
Our product consists of four key components that provide rich features. It consists of,
Allow customers to answer a few questions and enjoy recommendations. Help customers make informed decisions with intuitive visuals to understand comparison charts.
Collect customer’s data either through manual entry or retrieving information from identity documents using OCR (Optical Character Recognition) technology Auto-filling of data from the scanned documents
Integrate to country’s regulators maintained Digital/Unique ID through available open API’s to fetch customer details or validate biometric information (if maintained)
Confirmation of proof of possession of document by asking the customer to take a selfie and validating the same with picture captured from the document including AI features to support liveness detection and other facial features User validation can be supplemented through Email/SMS OTP
Customer is authenticated through two-factor authentication mechanism such as Email/SMS OTP as part of the onboarding process
Allow customers to transfer funds from another bank account or electronic cheque capture or debit/credit card to fund their choice of product followed by setting a user id and password for instant access to their accounts.
