Our Mobile/ Tab Banking solution is flexible, reliable and empowers your field agents to initiate the on-boarding process ‘on-the-fly’. Your field agents can capture customer information on their mobile devices and initiate the eKYC process to validate it. They can then upload this information to the core banking system and track the application status in real-time. Using this solution, you can ensure agile processing of applications and empower your relationship managers with critical customer information.

Brochure: Streamlining Account Opening and KYC transactions Process

Learn how Newgen can help you streamline your customer on-boarding process.

Dynamic Lead Management
The solution enables on-the-go dynamic lead management capabilities for the field agents. Key processes such as prospect management, need gap analysis, real-time application processing, gaining product intelligence become easy and swift

Field Level Validations
Field agents capture customer information on their mobile devices and initiate the eKYC process to validate it. They can then upload it to the core banking system and track the application status on a real-time basis.

Instant Initiation
The solution allows the business executive to capture physical application forms and initiate its processing in real time at the point of contact. Further, it eliminates rejections due to incomplete Account Opening Forms or KYC document mismatches

Effective Tracking and Visibility
Each and every Account Opened is audited by a Sales Manager instantly  and applications are tracked in real-time. Further, field level validations prevent initiation of account opening applications with wrong data

Comprehensive Customer Insight
The solution ensures field agent have access to critical customer information on-the-go. This helps in harboring a deep level of engagement with the customers and goes a long way in creating strong customer loyalties and generate numerous cross/up selling opportunities for banks

  • Easy and swift key processes such as prospect management, need gap analysis, real-time application processing and gaining product intelligence
  • Increased customer loyalties and generation of numerous cross/up selling opportunities
  • Real-time status tracking and information uploading to the core banking system
  • Simplified management of lending processes like account opening, loan origination (retail and commercial), credit cards issuance etc.
  • Easy management of Customer requests like KYC update, address change, debit card request, internet banking etc. on-the-go
  • Enhanced transparency of the process and reduced turnaround time
  • Comprehensive compliance with legislative mandates/state laws through seamless customer communication and expedited account reconciliations
  • Real-time MIS reports generated on mobile platform for comprehensive audit trails, eliminating the chances of fraud of any manner

REINVENT BANKING

Banking 2020 - Evolution of Banking with Technology

Watch this video to find out how banking will evolve with technology by 2020

REINVENT ACCOUNT OPENING

Mobile/ Tablet Account Opening - Taming Abandonment in Online Account Opening

Taming Abandonment in Online Account Opening

Learn why millennial customers switch and how to turn them into your brand advocates