Customer Onboarding

Customer onboarding made simple

For many businesses, onboarding new customers can be a slow and cumbersome process, with manually collecting and verifying documents taking up too much time. 123signed’s customer onboarding solution eliminates this once tiring process and provides a streamlined and efficient way to onboard new customers.

Why choose 123signed customer onboarding solution?

Efficient customer onboarding is crucial for businesses of all sizes and industries. Our platform is designed to make the onboarding process as simply as possible, allowing your business to benefit from the advantages of a streamlined process

Generate revenue faster

Our streamlined process reduces the time it takes to onboard a new customer allowing you to start generating revenue from your new customers sooner.

Meet compliance requirements

123signed ensures that your business complies with KYC and AML regulations by collecting and verifying customer information.

Reduce fraud risks

123signed reduces the risk of fraud and financial crime by verifying your customers’ information and identifying any potential red flags.

Gain a competitive advantage

Our efficient onboarding process can give you an advantage over your competitors, helping you attract and retain customers where onboarding can be a time-consuming process.

Features of 123signed’s customer onboarding solution

123signed is designed to help your business streamline it’s customer onboarding process.

Simplified and Enhanced Due Diligence

123signed lets your business carry out simplified and enhanced due diligence on your customers based on their risk level. This feature helps you identify potential risks and reduce the risk of fraud and financial crime.

Central Document Upload/ID Scan

Easily collect and verify customer documents through a centralised upload portal. Our ID scan feature also ensures that the documents are genuine and not altered, reducing the risk of fraud.

Centralised Document Collection

Customer document can be accessed easily and quickly as they are stored in one place. We also allow you to track the status of documents and send reminders to customers that haven’t provided them yet.

Automated Application Vetting

With 123signed automating the application vetting process, the onboarding process is fast and efficient. Speed up the process with no longer a need for the manual effort required to vet applications.

Real-time Reporting

Real-time reporting, enabling you to track the status of your onboarding process, identify bottlenecks, and monitor progress. This allows your business to you identify potential issues early and take corrective action.

Easy to integrate

123signed is designed to integrate seamlessly with your existing systems and can be customised to meet your specific needs.

E-Sign Capability

Let customers sign their contract electronically and manage the process from your dashboard.

Make your on-boarding seamless with 123signed

Connect new prospects via your website directly to 123signed and streamline your underwriting process.

Frequently Asked Questions

Q.

What is customer onboarding?

Customer onboarding is probably one of the most important stages of a customer lifecycle.  As it comes at the very start of a customer journey, it can set the tone for the entire relationship and whether they become a regular customer or not.

Q.

What Makes a Good Customer Onboarding Experience?

A good customer onboarding process for the customer is one that is simple.  Although they are going through a process, to the user – you don’t want them to feel like that.  That’s why our solution makes it as simple as possible for the customer to provide the information that is required, and for you the merchant to get them verified. 

Q.

Why is Customer Onboarding Important?

Customer onboarding in an effective way is critical to customer success. Should there be a bottleneck in your process, it could be that you end up losing income. It also ensures that you are compliant in terms of AML and KYC – mitigating any risks associated with verifying and collecting a customer.

Key elements to effective Transaction Monitoring

Key elements for effective Transaction Monitoring

In today’s evolving financial landscape, safeguarding your business against financial crimes like money laundering, fraud, and terrorist financing is paramount. As a result of this, the importance of transaction monitoring cannot be overstated. It ensures financial transactions adhere to regulatory standards and remain free from illicit activities. Transaction monitoring involves the systematic

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Key elements to effective Transaction Monitoring

Key elements for effective Transaction Monitoring

In today’s evolving financial landscape, safeguarding your business against financial crimes like money laundering, fraud, and terrorist financing is paramount. As a result of this, the importance of transaction monitoring cannot be overstated. It ensures financial transactions adhere to regulatory standards and remain free from illicit activities. Transaction monitoring

Read More »

Be confident in your onboarding and compliance monitoring with 123signed

123signed offers a fully supported service to help firms maintain compliance through your payment portal.

Transaction Monitoring

Onboard and monitor your merchants easily with our solution and be vigilant for potentially criminal activities like money laundering.

Expert Support

Be confident in your firm’s operations with the regulatory compliance support from our expert team.

Transaction Monitoring

Onboard and monitor your merchants easily with our solution and be vigilant for potentially criminal activities like money laundering.

Expert Support

Be confident in your firm’s operations with the regulatory compliance support from our expert team.