Easier finance for all

We build simple, smart and compliant technology for digital financial services. Our platforms deliver better experiences that drive growth for banks and financial services, with a compelling return on investment.

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Banks and financial institutions across the globe open a new account every 15 seconds, using our technology.

5 million

customers onboarded
Conversion ratio 18%
Only 3% applications rejected

$4 billion

loan amount processed
Conversion ratio 78%
Across 140K applications

Banking Solutions

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

Onboard

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

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Origin

Origin

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

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Decide

Decide

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

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Notify

Notify

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

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Connect

Connect

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

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Funnel

Funnel

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

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Banking Solutions

Our customers are succeeding in scaling their business to new heights. Read their stories on how they did it.
EspressoEspresso Mascot Tiger
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.

Celusion Insights

Read our articles and explore the latest trends in banking and financial services technology.
Nurturing Leads in the Banking and Financial Services Sector
Oct 14, 2024

Lead nurturing in banking boosts conversions and relationships through personalized communication, timely follow-ups, and data-driven tactics.

Enhance your FortiGate security with SSO integration
Oct 3, 2024

In this guide, we'll walk you through the steps to set up SSO integration in FortiGate using Identity, the workforce, customer and citizen identity management solution.

Enhancing Agility : Business Rule Engines for Fast Decisions
Oct 1, 2024

BREs enhance financial services' agility by enabling fast decisions, ensuring compliance, and reducing IT dependence, while adapting to regulatory changes