- Services ServicesServices --
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- Digital Solutions
- Document Scanning and Imaging
- Digital Contract Management
- Digital Invoice Processing
- Digital Mailroom
- Employee Management System (HRDMS)
- Visitor Management System (VIZIO)
- EffiDocX (ECM)
- Information Consulting
- Employee Onboarding
- Digital Signatures
- Fixed Asset Management
- Source Code Escrow
- Case Studies
- Insight
- Customer Centre
Certifications & Accreditations
Certified to global standards for information security and records management.
What are the benefits of Business Process Management (BPM)?
Minimize errors
Automate and optimize the customer onboarding process reducing errors. From integrated e-signatures to identity & anti-money laundering checks.
How it works
Key components of customer on-boarding
- 01 Customer identity verification Quickly verify the identity of potential customers, which ensures compliance with Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations.
- 02 Application forms & questionnaires Allows creation of a user-friendly interface for customers to complete application forms online and answer relevant questions, such as information about income, expenses, and credit history.
- 03 Digital document upload & storage Enables customers to securely upload and store supporting documentation, such as ID proofs, financial statements, and employment records.
- 04 Electronic signature Permits customers to sign legally binding documents electronically through Aadhar e-Signatures, streamlining the process and reducing the need for physical signatures.
- 05 Credit check & risk assessment Performs a credit check and risk assessment on potential customers, helping the financial institution make informed lending decisions.
- 06 Workflow management Manages the flow of tasks and approvals, ensuring that the customer onboarding process runs smoothly and efficiently.
“Information is a source of learning. But unless it is organized, processed, and available to the right people in a format for decision making, it is a burden, not a benefit.”
- William Pollard