A Memorable Welcome, A Lifelong Customer
The foundation of a long-lasting relationship
You only get one chance to make a remarkable first impression, and a smooth customer onboarding process is the way to do it. Forget manual, paper-based processes riddled with errors and delays. Go for the seamless account opening automation solution you’ll get with Sumerge.
Our solution lets banks automate the entire account opening operation, engaging with customers through multiple channels to quickly collect pertinent information. Rather than fretting about filling out the right onboarding forms, your employees can focus on delivering the quality service crucial for your success.
Fast, Easy, Friendly Onboarding
- Accelerate onboarding turnaround time with built-in workflows and business rules that streamline the flow of information.
- Use best-practice workflows to guide customer service reps and self-service customers through a rapid and intuitive account opening process.
- Eliminate paper and storage costs with electronic documents. Let automatic approvals and self-service omni-channels replace costly account processing.
Essential Features of Modern Onboarding Solution
End to End Account Opening
Automate the entire account opening process
Core Banking Integration APIs
Connect core banking systems using out-of-the-box integration APIs
Easy Regulatory Compliance
Enjoy automatic compliance checks with credit history, AML and blacklists
Use multiple channels to process accounts and capture information
Customizable Dashboard & Reporting
Track KPIs and other pertinent information with interactive dashboards and reports
Proactively predict customer behavior using advanced algorithms
Customer Onboarding Solution Flyer
Send download link to:
- Customer Onboarding processes automated over IBM Business Process Manager and Case Manager
- Content including forms, supporting documents and others attachments are stored and archived over IBM FileNet Content Manager
- Business rules within customer onboarding process are handled over IBM ODM.
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What our customers say
Sumerge is one of the best companies I have dealt with. The team is very professional, respectful, punctual and committed to delivering the contracted project on time
Sahar Salah,Vice President, Head of IT, Bank ABC
Sumerge helped us to seamlessly implement a daily vouchers solution where the team provided an exceptional effort to solve any migration issues and finish the implementation with zero data loss or security issues
Shaarawy Mohamed,IT Infrastructure services Manager, FAB
We used Sumerge’s consultancy and experience to implement our Self-Service Portal as they are the best team in the region to implement and use IBM Technology
Ahmed Abd El Hady,IT Division Manager, TE-Data
Thankfully with Sumerge’s ECM solution we now rely on our electronic documents and moved our physical collateral documents to a safe fireproof warehouse, as we no longer need the documents onsite anymore
Tamer Emam,Head of IT, EMRC
With Sumerge we seamlessly implemented automation for our loan appraisal process along with enterprise content management which empowered us to help more citizens find affordable housing more quickly