Process Automation for New Bank Account Opening
True process automation for banking begins by solving the biggest bottleneck: manual paperwork. Stop chasing applicants for documents and use automated document collection to accelerate your onboarding workflow.
Request a Demo →Why Banking Teams Use Automated Document Collection for Onboarding
Our platform is engineered to solve the specific document collection and validation challenges of new bank account opening, ensuring compliance and speeding up the process.
AI-Powered Document Validation
Use AI to automatically analyze documents for authenticity, expiration, and completeness against your specific account opening requirements, helping you meet compliance standards.
Automated Applicant Follow-Up
Eliminate manual chasing. Our system automatically sends reminders to end-clients via email and WhatsApp, notifying them of exactly which documents are still needed to complete their application.
Real-Time Status Tracking
Gain complete visibility into your application pipeline. Track the overall status of each end-client and every required document, instantly seeing what is missing or invalid.