Banking Solutions

Explore our products that lay the foundation blocks to accelerate your digital transformation journey.

Onboard

Instant customer onboarding with KYC compliance and due diligence for financial institutions.

Learn More

Digital account opening

Automated Backoffice verifications

Origin

Enable digital collaboration between customers, financial institutions and partners throughout the loan origination process.

Learn More

DIGITAL LENDING PLATFORM

STRAIGHT THROUGH PROCESSING OF LOANS

Decide

Empower business users to author, test and manage business rules that drive your organization.

Learn More

BUSINESS RULE AUTHORING

CREDIT POLICIES AND SCORECARDS

Notify

Deliver messages over Email, SMS, Voice, WhatsApp or Push Notifications through a central communication platform.

Learn More

OMNI-CHANNEL CUSTOMER COMMUNICATION

CENTRAL NOTIFICATION PLATFORM

Connect

Foster growth in your ecosystem with seamless API integrations that automate your business processes.

Learn More

FINANCIAL API GATEWAY

SCALABLE INTEGRATION PLATFORM

Funnel

Streamline your lead management process and increase sales conversions with a data-driven strategy.

Learn More

SALES FORCE AUTOMATION

LEAD MANAGEMENT PLATFORM

New clients start trading within 15 minutes of filling a digital application form.

Espresso, a Sharekhan company selects Onboard to digitize the account opening process. Espresso targets the new age investor with an innovative pricing model. This made it all the more important to deliver a seamless first experience with customers.
‍
Onboard helps open more than 200,000 trading accounts in the first 18 months of operations. Customers can open accounts through a DIY (Do It Yourself) platform or through assistance from Telesales.
‍