Customer Onboarding & eKYC Compliance

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Scenario

Paper-based onboarding leads to delays, errors, and compliance risks for new account openings, loan processing, or policy issuance.

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Agentforce Solution

  • Digital onboarding via mobile app with document scan, eKYC, selfie capture, and signature pad.
  • Real-time sync with backend verification systems (Aadhaar, PAN, Credit Bureau).
  • Compliance tracking dashboard for operations teams.

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Benefits

  • 60% reduction in onboarding time.
  • Improved compliance adherence and lower drop-offs.
  • Centralized visibility into field agent performance and pending cases.

Questions? Feel Free to Reach Out Via Message.

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