CAPABILITIES
Everything you need to open and fund accounts, in one connected flow
Digital application experiences
Mobile-first flows that let customers apply from any device. Forms pre-populate with known data, adapt by product type, and support save-and-resume. Cross-channel continuity means a customer can start online and finish in a branch without re-entering information.
Identity verification and compliance
Integrated KYC, KYB, AML, and OFAC checks that run automatically within the application flow. Third-party providers plug in so identity, credit, and risk checks happen in real time, with every step tracked for audit and regulatory documentation.
Document processing
Automated document capture, generation, and e-signature built into the journey. Applicants upload directly in the flow, disclosure packets and consent forms generate by product and jurisdiction, and e-signature status syncs back to Salesforce so teams always know where things stand.
Real-time core integration
Direct connections to core banking and fulfillment systems so accounts are created and funded without manual handoffs. Data flows between Salesforce, the core, and third-party providers, and pre-fill from existing systems reduces applicant effort while improving data accuracy.
Onboarding funnel analytics
Dashboards that track the full funnel from start to funded account. Teams measure abandonment, straight-through processing, exception volumes, time-to-open, and conversion by channel and product, revealing where applicants drop off and where improvements matter most.
Operational workflow management
A centralized workspace to manage applications, exceptions, and escalations. Exception queues route flagged applications to the right reviewer with full context, and SLA tracking gives managers visibility into processing times, bottlenecks, and team performance.
Agentforce for onboarding operations
AI embedded where it delivers proven value first. Agentforce triages exceptions, flags the reason for review, recommends next steps, and routes to the right reviewer. For advanced deployments, applicant-facing agents grounded in institutional knowledge help customers complete applications with less friction.
Choose the right starting point
Essentials
$225K
and up
Digitize a core onboarding experience.
Streamlined applications
Identity verification
Funnel analytics improving account conversion
Typically 10 to 16 weeks
Growth
$450K
and up
Expand onboarding across products and channels.
Integrated compliance checks
Operational dashboards
AI-assisted exception triage
Typically 16+ weeks
Enterprise
$900K
and up
Create a scalable onboarding platform.
Multiple products and fulfillment systems
Analytics optimizing conversion and activation
AI-powered applicant guidance grounded in institutional knowledge
Typically 24+ weeks
TECHNOLOGY
Supporting purpose-built platforms for financial services
Salesforce
Salesforce Financial Services Cloud
Applicant, account, and household data model with onboarding workflows and exception case management.
Experience Cloud + OmniStudio
Guided, mobile-first application experiences with pre-fill, save-and-resume, and cross-channel continuity.
Salesforce Data Cloud
Identity resolution and applicant pre-fill, capturing the clean customer profiles and behavioral signals that fuel downstream activation.
Agentforce
Mulesoft
start a digital maturity asessment
Start with clarity.
Our Digital Maturity Assessment benchmarks your onboarding operations, data foundation, and compliance capabilities. It surfaces the gaps slowing account opening and defines the right implementation path.