In a time of remote working and digital customer onboarding, it’s more important than ever to have the right SaaS solution available to carry out efficient case management which leads to better customer onboarding experiences.
PassFort has created an eco-system for compliance activity. We work with clients to map different providers and checks to achieve their goals. Here, we're on the case for seamless onboarding with our partner, GBG.
Drive efficiency into all areas of your customer onboarding process. In a competitive Financial Services market, with a wealth of new entrants, having an onboarding experience that is happy, fast and efficient will give you the edge.
Straight Through Processing is powerful when it comes to driving operational efficiency and cost savings into the customer onboarding journey. But what do you do when manual work has to happen?
In PassFort, KYC analysts and onboarding teams can communicate directly with their customers to request additional documentation, making the whole process of onboarding much more efficient.
Find out what good customer lifecycle management looks like in a financial services firm and why it's important to growing your business, building relationships and managing risk.
We share 3 ideas that will help financial institutions achieve more efficient customer onboarding and a competitive edge.
If you are a Financial Service business that's growing fast, you need a way to scale KYC/KYB processes that won't add unnecessary costs into your business. PassFort can help you understand the specific costs associated with onboarding your customers and where savings can be made.