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개인 고객용 디지털 온보딩

  • Digital onboarding of individuals from anywhere.
  • Online forms and document upload.
  • Identity verification of the client.
  • Acceptance of terms within the same flow.
  • Review panel and a 30-day warranty on the delivered work.
$ 15,000,000.00 $ 15,000,000.00
$ 15,000,000.00
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Executive presentation01 / 08
GETS · Custom software

Digital onboarding for your individual clients

Your clients onboard online: they fill in forms, upload documents, verify their identity and accept terms, while your team reviews everything in a panel.

IndividualsIdentity verification30-day warranty
The challenge

If onboarding is hard, the client leaves

Lines and paperworkAsking people to visit an office slows down new sign-ups.
Incomplete documentsBlurry photos and missing files.
Unverified identityWithout verification, risk grows.

The answer: a digital onboarding flow, simple for the client and orderly for you.

What's included

A complete onboarding flow

Online formsThe client's details, step by step.
Document uploadFiles within the same process.
Identity verificationThe system verifies the client's identity.
Acceptance of termsThe client accepts your conditions online.
Review panelYour team reviews each application.
OnlineThe client onboards without traveling.
How we work

From your current process to a digital flow

01AnalysisWe review how you onboard clients today.
02DesignWe define the form, the documents and the verification.
03DevelopmentWe build the flow and the panel.
04TestingWe go through it with you as if you were a client.
05LaunchYour clients start onboarding online.
At a glance

Digital onboarding, with backing

1FlowFrom start to finish, online.
5ComponentsForms, documents, identity, terms and panel.
30Days of warrantyOn the delivered work.
Deliverables

What you receive

Fields and documents are defined based on your process. For example:

  • Online onboarding forms
  • Client document upload
  • Identity verification
  • Acceptance of terms and conditions
  • Review panel for your team
What you gain

More clients, less friction

Fast onboardingThe client completes the process from wherever they are.
Less riskIdentity is verified before approval.
ControlYour team reviews everything in a single panel.
Next step

Onboard clients online

Digital Onboarding for Individuals

Buy the module Talk to a specialist
See more services in Custom software

Digital onboarding for individuals: secure online sign-up

Today your clients expect to sign up from their phone or computer, without lines or paperwork. This module takes the onboarding of individuals into a digital flow, with identity verification and a review panel for your team.

What does the module include?

Online forms, document upload, identity verification, acceptance of terms and a review panel, all in a digital onboarding module for individual clients.

Who is it for?

  • Financial institutions and cooperatives that onboard clients.
  • Service companies that need to know their clients.
  • Digital platforms that want to open accounts online.

How we work

We review how you onboard clients today, define the form, the documents and the verification, build the flow with its panel, test it with you and launch it.

What you get

A digital onboarding module for individuals with forms, documents, identity verification, acceptance of terms and a review panel, with a 30-day warranty on the delivered work.

Frequently asked questions

Does it also work for companies?

This module is for individuals; for companies there is the digital onboarding for legal entities.

Does the client need to visit an office?

No. The whole process happens online, from the form to the acceptance of terms.

Is the meeting online or in person?

It can be online or at our Cartagena office by appointment; we schedule it once the purchase is confirmed.