Work in progress
Onboarding Express

Automated customer onboarding, end to end.

Configurable forms, automated workflows, progress tracking, and full audit trails — built for financial institutions that can't afford onboarding to be a bottleneck.

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Onboarding Dashboard
4 active workflows
Morrison & Partners LLC
Commercial Account — Step 3 of 6
50%
Rivera, Elena
Retail Checking — KYC Pending
75%
Hartwell Capital Group
Wealth Management — Awaiting Signature
90%
Chen, David
Business Loan — Completed
Done
Updated 2 min ago 1 completed today

Platform Features

Everything your team needs to onboard faster

Six core capabilities, each designed to eliminate a specific source of onboarding delay — from the first form to the final audit trail.

Configurable Forms

A no-code form builder with conditional logic, field validation, and pre-built templates for common financial institution workflows. Build any onboarding flow without touching a line of code.

Automated Workflows

Assign tasks, trigger notifications, route approvals, and advance clients through onboarding stages automatically. Manual follow-up becomes the exception, not the rule.

Progress Tracking

A real-time dashboard shows exactly where every client stands. Your team sees what's outstanding, what's overdue, and what's complete — without chasing email threads.

Document Collection

Clients upload documents securely from any device. The platform validates file type, completeness, and required fields — before your team ever opens the submission.

CRM Integration

API-first architecture connects Onboarding Express to your core banking system, CRM, or HRIS. Onboarding data flows where it needs to go — no re-entry, no gaps.

Audit Trails

Every action is logged, timestamped, and sealed. Immutable audit records satisfy KYC, AML, and SOC 2 requirements — and export cleanly for examiner review.

Use Cases

Built for the workflows your institution runs every day

The same platform handles multiple onboarding types — each with its own form logic, compliance requirements, and workflow steps — without the need for separate tools.

New Account Opening

From prospect to active account in days, not weeks

Traditional account opening involves paper forms, manual data entry, multiple handoffs, and days of back-and-forth with the client. Onboarding Express replaces all of it with a single digital workflow — from initial data collection to KYC verification to final account activation.

Configurable forms for retail and commercial accounts
Automated CIP and identity verification routing
Mobile-friendly client-facing experience
Tamper-evident records from first touchpoint

By the Numbers

What changes when onboarding works properly

These are the outcomes financial institutions report after replacing manual onboarding processes with Onboarding Express workflows. Not projections — results.

See It for Your Institution
80%

Reduction in onboarding time from first contact to active account

< 7

Days average onboarding time, down from 90+ days

60%

Reduction in KYC review time through workflow automation

99.9%

Platform uptime SLA — your onboarding never goes dark

Also Available

Need e-signatures too?

Pair Onboarding Express with E-Sign Express and get legally compliant electronic signatures — including Voice Sign biometric technology — built into the same workflow. Available as the Complete Bundle at a combined price.

Explore E-Sign Express View the Bundle

Get Started

See Onboarding Express working for your institution

Tell us about your workflows and we'll walk you through exactly how Onboarding Express fits — no generic demos, no pressure.

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