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Banking Client Onboarding IT Solution


In today’s competitive environment, banking institutions need to stay at the forefront of innovation and technology – it is no longer just a nice-to-have, but an imperative measure of success and growth.

One of the key areas of focus for our customer is the onboarding of new clients. The term onboarding refers to the process of taking on new business, and can either mean a completely new client or a new product for an existing client.


Our customer’s clients expect a quick and simple process when requesting a new service. A cumbersome onboarding process may just encourage a potential client (or even an existing client) to look for greener banking pastures.

We were tasked with providing an onboarding solution that not only saves time and effort on behalf of our customer’s banking clients, but also frees up internal resources, thus increasing sales capacity.


The onboarding solution that we provided covers all aspects from when a lead is identified, right up to the end when the new client or new service is up and running.

Some of the key features and functionalities included in our solution are:

Our solution also provided the client with certain practical back-office functions, such as the processing and indexing of documents, and multi-tier vetting. In addition, the customised onboarding solution can be easily integrated into virtually any system.

Other key features and designs of our onboarding solution:

The Results

Apart from the obvious benefits gained by getting a new client transacting and trading on their environment as soon as possible, our effective onboarding solution has also been saving our client heaps of time and effort, freeing up resources, which in turn increased sales capacity. Sales have also been more efficient, thanks to the complete and transparent view of all new leads and new business that the onboarding solution offers.

Smart Forms are successfully ensuring the quality and correctness of data and guiding the client through the completion of documents. Overhead costs have also been reduced.

Ultimately, our client has found that the take-on of new business is quicker and more efficient, and that the onboarding solution also assists with the retention of existing clients.

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