Streamline, Personalize, and Secure Your Customer Onboarding Journey from Click to Credit.
When onboarding isn’t seamless, intelligent, or mobile-friendly, institutions face:
of customers say they’ll abandon a financial application if it’s too long or complex
of BFSI executives cite onboarding inefficiency as their top barrier to digital growth
The best onboarding journeys are guided, adaptive, real-time, and regulation-ready — without sacrificing user experience.
Autofill forms using Aadhaar, PAN, DigiLocker, or bureau integrations — reduce effort at every step
Let users begin onboarding via branch, portal, app, or third-party partner — and complete it anywhere
Integrated real-time VCIP, selfie-based KYC, and liveness detection with regulator-approved flows
Open savings, cards, loans, or investments in one unified journey — with pre-approved logic
Allow customers to track where they are, what’s pending, and expected TAT
Request only what’s required based on profile, geography, or product — using smart rules
Auto-trigger downstream activation, approval, and limit-setting flows
Embedded opt-in handling and background compliance checks without slowing down UX
In financial services, onboarding isn’t just the first touch — it’s your customer’s first test of trust.
We combine CX design, intelligent automation, and regulatory knowledge to craft journeys that move faster — and convert better.
Unique onboarding flows for salaried, self-employed, student, NRI, and business segments
Self-serve journeys with agent-assisted fallback for rural, senior, or priority segments
Aadhaar XML, CKYC, PAN NSDL, bureau pulls, and GSTIN linked to native field-level checks
Add/remove steps, documents, or validations based on user profile or product configuration
Reminders, OTPs, and resume journey links via WhatsApp, email, and SMS
Every form, upload, signature, and approval logged for RBI, SEBI, IRDAI, and internal audit readiness
INT. helps you onboard faster, smarter, and more securely — from any channel, for any customer type.
We’ll map out your current process, identify drop-off points, and recommend optimizations to improve both conversion and compliance.
You’ll receive:
We go beyond maintaining operations—we empower businesses with data, insights, and best practices to stay ahead in an ever-evolving digital landscape.
