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

621 NW 53rd St., Suite 125
Boca Raton, FL 33487

info@nfiniti.ai
888.996.9907

A FinResults company

621 NW 53rd St., Suite 125
Boca Raton, FL 33487

info@nfiniti.ai
888.996.9907

A FinResults company

621 NW 53rd St., Suite 125
Boca Raton, FL 33487

info@nfiniti.ai
888.996.9907

A FinResults company