Digital Onboarding

Available from Clayfin

Clayfin's Digital Onboarding can get your first impression right with your prospects. It demonstrates to your customers how easy it is to work with you, just by making the onboarding process simple and easy. With options like self-onboarding and assisted onboarding, customers can decide for themselves whether they want to apply for a new product by themselves or with the help of a relationship manager or an agent banker.

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