Client Stories

Automated Client Onboarding


Repeat requests, repetitive tasks

New clients are often subjected to lots of repetitive, time consuming requests which can result in a negative customer experience. The handling of onboarding requests is largely done through manual paper-based processes that carry a high risk of data error.


Connecting multiple data points across multiple teams

Onboarding requires lots of data points, in multiple formats. Data needs are constantly changing depending on the type of accounts being opened. It also involves multiple teams and disparate systems across the entire business. Each of these teams will then also hold the data in different ways and in different formats.


Connecting the right data, in the right format, at the right time

Xceptor automatically captures and transforms data, and this leads to processes being overhauled and optimised. Reference data can now determine the workflow of the onboarding process as well as what documents are required. Intelligent automation means inline data validation provides immediate feedback to clients on any issues.

are you ready to automate your enterprise?

Talk to our team about how Xceptor can make that happen