Sales-Driven Customer Onboarding
Combine relationship banking with the power of digital to grow your business banking portfolio
Combine relationship banking with the power of digital to grow your business banking portfolio
Combine relationship banking with the power of digital to grow your business banking portfolio
Welcome customers through a digital front door - create a good first impression and happy customers who stay longer and buy more.
Strengthen relationship building.
Don't undermine it.
Strengthen relationship building.
Don't undermine it.
One stop shopping
Manage onboarding for all your small business and commercial banking products and services all in one place
One stop shopping
Manage onboarding for all your small business and commercial banking products and services all in one place
One stop shopping
Manage onboarding for all your small business and commercial banking products and services all in one place
Sell more with less friction
Make onboarding fast, easy and simple by marrying robust workflow with an intuitive user-friendly experience
Sell more with less friction
Make onboarding fast, easy and simple by marrying robust workflow with an intuitive user-friendly experience
Sell more with less friction
Make onboarding fast, easy and simple by marrying robust workflow with an intuitive user-friendly experience
Break down silos
Collaborate and communicate seamlessly across sales, due diligence, compliance, and underwriting to eliminate bottlenecks and accelerate speed-to-revenue
Break down silos
Collaborate and communicate seamlessly across sales, due diligence, compliance, and underwriting to eliminate bottlenecks and accelerate speed-to-revenue
Break down silos
Collaborate and communicate seamlessly across sales, due diligence, compliance, and underwriting to eliminate bottlenecks and accelerate speed-to-revenue
Quit hunting around for data
Consolidate contact information, documents, customer messages, and key decisions in one place to enhance compliance and auditability
Quit hunting around for data
Consolidate contact information, documents, customer messages, and key decisions in one place to enhance compliance and auditability
Quit hunting around for data
Consolidate contact information, documents, customer messages, and key decisions in one place to enhance compliance and auditability
Provide control, productivity, and collaboration from first touch to revenue – all in one place
Provide control, productivity, and collaboration from first touch to revenue – all in one place
Fully digital onboarding experience
Online applications with adaptive questionnaires
Secure document upload with AI-powered document validation
Digital signature capture for one or multiple signatories
Fully digital onboarding experience
Online applications with adaptive questionnaires
Secure document upload with AI-powered document validation
Digital signature capture for one or multiple signatories
Fully digital onboarding experience
Online applications with adaptive questionnaires
Secure document upload with AI-powered document validation
Digital signature capture for one or multiple signatories
Integrated due diligence
Data validation capabilities to address missing or anomalous data
Pre-built integrations for required compliance checks
Logging of due diligence for improved auditabllity
Integrated due diligence
Data validation capabilities to address missing or anomalous data
Pre-built integrations for required compliance checks
Logging of due diligence for improved auditabllity
Integrated due diligence
Data validation capabilities to address missing or anomalous data
Pre-built integrations for required compliance checks
Logging of due diligence for improved auditabllity
Configurable business processes
Intelligent workflows with automated alerts
Clear task management for all participants
Case management for various customer scenarios
Configurable business processes
Intelligent workflows with automated alerts
Clear task management for all participants
Case management for various customer scenarios
Configurable business processes
Intelligent workflows with automated alerts
Clear task management for all participants
Case management for various customer scenarios
Real-time KPIs & reporting
Application progress monitoring throughout the onboarding journey
Sales dashboards and other management insights
Track onboarding throughput and efficiency
Real-time KPIs & reporting
Application progress monitoring throughout the onboarding journey
Sales dashboards and other management insights
Track onboarding throughput and efficiency
Real-time KPIs & reporting
Application progress monitoring throughout the onboarding journey
Sales dashboards and other management insights
Track onboarding throughput and efficiency
Put your salespeople in the driver’s seat and move deals through the pipeline faster
Stay in control and know what is going on at all times
Reduce redundant data entry
Spend less time babysitting and troubleshooting applications
Reduce redundant data entry
Send fewer emails and make fewer phone calls
Unlock your growth potential
Unlock your growth potential
Unlock your growth potential
2400 E. Commercial Blvd, Suite 1200
Fort Lauderdale, FL 33308
info@nfiniti.ai
888.996.9907
2400 E. Commercial Blvd, Suite 1200
Fort Lauderdale, FL 33308
info@nfiniti.ai
888.996.9907
2400 E. Commercial Blvd, Suite 1200
Fort Lauderdale, FL 33308
info@nfiniti.ai
888.996.9907