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.
Customer Onboarding & Account Opening - Short version
- 10-06-2021
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- Customer Communications , RPA , SignDoc , TotalAgility
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- Financial Services , Banking & Insurance , Government
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- Petra Mclaughlin
