Attract and retain sales talent
Reduce churn and increase the expertise quotient within your salesforce
Reduce onboarding costs
Reduce manual intervention, improve data quality, and integrate seamlessly with core systems
The Future of Onboarding
is Here
Tailored portals for customers and
employees, all using the same data.
Digital
Onboarding for every product,
any complexity, done your way.
Flexible
Streamlined onboarding from
hello to go, all in one place.
Comprehensive
Complete visibility, anytime, anywhere. Track application details, progress, and status every step of the way.
Transparent
Made to make things easy. Fewer hassles with fewer repetitive, unnecessary and mundane tasks.
Seamless
Turbocharge Your Salesforce
by empowering them to spend more time selling and less time fighting the system
Manage the pipeline
Help your sales team track and manage their relationships while giving management a real-time view of the sales pipeline.
Track progress from
hello to go
Provide your sales team with visibility into where their customers are from the moment they make first contact to final approval of their application.
No matter what the product, allow your sales team to onboard their customers all in one place instead of having to bounce from system to system.
One platform to onboard all products
Delight Customers
The importance of making a good first impression cannot be overstated. Delivering an exceptional client onboarding experience helps companies grow faster, retain customers longer,
and make higher profits.
Customers have come to expect an
exceptional digital experience.
Give it to them.
Go digital
Make it easy
Customers get annoyed rekeying data
or losing work along the way.
Help them avoid it.
Don't waste time
Irrelevant questions and unnecessary documents are pointless.
Don't do it.
Avoid email jail
Customers are already buried in
mounds of email.
Don't pile on.
by empowering them to spend more time selling
and less time fighting the system
Turbocharge Your Salesforce
Manage the pipeline
Help your sales team track and manage their relationships while giving management a real-time view of the sales pipeline.
Track progress
from hello to go
Provide your sales team with visibility into where their customers are from the moment they make first contact to final approval of their application.
One platform to onboard all products
No matter what the product, allow your sales team to onboard their customers all in one place instead of having to bounce from system to system.
The importance of making a good first impression cannot
be overstated. Delivering an exceptional client onboarding experience helps companies grow faster, retain customers
longer, and make higher profits.
Delight
Customers
Go digital
Customers have come to expect an exceptional digital experience.
Give it to them.
Don't waste time
Irrelevant questions and unnecessary documents are pointless.
Don't do it.
Make it easy
Customers get annoyed rekeying
data or losing work along the way.
Help them avoid it.
Avoid email jail
Customers are already buried in mounds of email.
Don't pile on.
Streamline Due Diligence
Avoid the “onboarding black hole” where applications go with
little hope of making it out before customers gives up and leave.
Communicate effectively
Send in-line messages to sales personnel and/or customers to address errors, omissions, discrepancies,
and other issues preventing application approval.
Conduct due diligence directly in the application system and enable sales to track the verification process without having to hunt anyone down.
Make it transparent
Simplify
auditing
Rapidly assemble data
for auditors and regulators
reviewing compliance
processes and procedures and/or
suspicious activities.
Prevent “not in good order” applications from being submitted for account opening. Reduce the number of returned or rejected
applications and turn customer frustration to customer satisfaction.
Help get it right
Kick off account opening
Initiate account opening without
having to rekey data already captured during the application process.
Initiate origination
processes when needed
When necessary, initiate origination processes.
Document
underwriting decisions
Capture underwriting decisions and
approve applications all in one place.
Risk and pricing
Integrate your risk and pricing tools directly into the system to facilitate underwriting as needed.
Simplify Account Opening
The goal of onboarding is to open accounts. nFiniti eliminates obstacles and gets the ball across the line.
Drive Profitable Growth at Scale
Accelerate time-to-revenue
Onboard clients faster and generate revenue sooner
Reduce manual intervention,
improve data quality, and integrate
seamlessly with core systems
Reduce onboarding costs
Accelerate time-to-revenue
Onboard clients
faster and generate
revenue sooner
Attract and retain sales talent
Reduce churn and increase the expertise quotient within
your salesforce
Lower total cost of ownership
Replace a hodge-podge of existing systems with a single cloud-based SaaS offering that reduces long-term
maintenance costs
Improve new business throughput
Open more accounts with
the same number of
relationship managers
Reduce onboarding costs
Reduce manual intervention, improve data quality, and integrate seamlessly with core banking systems
Accelerate time-to-revenue
Onboard clients faster and generate revenue sooner
Attract and retain sales talent
Reduce churn and increase the expertise quotient within
your salesforce
Lower total cost of ownership
Replace a hodge-podge of existing systems with a single cloud-based SaaS offering that reduces long-term
maintenance costs
Improve new business throughput
Open more accounts with the same number of relationship managers
Lower total cost of ownership
Replace a hodge-podge of existing systems with a single cloud-based SaaS offering that reduces long-term maintenance costs
Improve new business throughput
Open more accounts with the same number of relationship managers
Request a Demo
See nFiniti in action and learn how it can bring the future of digital client onboarding to your team today.
Communicate effectively
Send in-line messages to sales personnel and/or customers to address errors, omissions, discrepancies,
and other issues preventing application approval.
Conduct due diligence directly in the application system and enable sales to track the verification process without having to hunt anyone down.
Make it transparent
Simplify auditing
Rapidly assemble data for auditors and regulators reviewing compliance
processes and procedures and/or
suspicious activities.
Prevent “not in good order” applications from being submitted for account opening.
Reduce the number of returned or rejected applications and turn customer
frustration to customer satisfaction.
Help get it right
Request a Demo
See nFiniti in action and learn how it can bring the future of digital client onboarding to your team today.
Drive Profitable
Growth at Scale
The Future of Onboarding
is Here
Tailored portals for customers and
employees, all using the same data.
Digital
Onboarding for every product,
any complexity, done your way.
Flexible
Streamlined onboarding from
hello to go, all in one place.
Comprehensive
Complete visibility, anytime, anywhere.
Track application details, progress, and status every step of the way.
Transparent
Made to make things easy.
Fewer hassles with fewer repetitive, unnecessary and mundane tasks.
Seamless
Conduct due diligence directly in the application system and enable sales
to track the verification process without having to hunt anyone down.
Make it transparent
Simplify auditing
Rapidly assemble data for auditors
and regulators reviewing compliance
processes and procedures and/or
suspicious activities.
Prevent “not in good order” applications from being submitted for account opening. Reduce the number
of returned or rejected applications
and turn customer frustration to customer satisfaction.
Help get it right
Communicate effectively
Send in-line messages to sales personnel and/or customers to
address errors, omissions,
discrepancies, and other issues preventing application approval.
Streamline Due Diligence
Avoid the “onboarding black hole” where applications go with little hope of making it out before customers gives up and leave.
The Future of Onboarding
is Here
Tailored portals for customers and
employees, all using the same data.
Digital
Onboarding for every product,
any complexity, done your way.
Flexible
Streamlined onboarding from
hello to go, all in one place.
Comprehensive
Complete visibility, anytime, anywhere.
Track application details, progress, and status every step of the way.
Transparent
Made to make things easy.
Fewer hassles with fewer repetitive, unnecessary and mundane tasks.