BANCOS. Onboarding

Faster and more efficient onboarding processes through workflow automation

Leverage process automations’s full potential for application journeys of loans, deposits, accounts and cards with BANCOS Onboarding. This enables you to increase the efficiency of internal operational processes, unburden your employees from manual activities, and at the same time establish the foundations for a better customer experience that excels in speed and convenience. BANCOS Onboarding deploys Camunda for process orchestration, can be easily integrated into your existing IT infrastructure and optimized to fit your specific requirements.

Use cases for
BANCOS Onboarding

Consumer lending

Fully automated loan application processes and embedded finance

Corporate lending

Offer corporate loans quickly, efficiently and conveniently

Deposits

Accounts for deposits and savings in just 5 minutes

Market research report SME lending customers (German only)

The corporate lending business is in a dilemma: on the one hand, many institutions offer little in the way of digitalization. On the other hand, the attractive small and medium-sized enterprise (SME) segment in particular is reluctant to provide credit financing. We therefore spoke at length with SME customers to gain a comprehensive understanding of their needs and wishes for improving loan application processes.

OneView: The convenient agent interface
for your employees

BANCOS Onboarding combines a high degree of automation with transparency. This is because in daily business, even in the context of highly automated processes, important decisions or checks are made that require manual handling. For this purpose, BANCOS Onboarding integrates the convenient agent interface “OneView” that covers these functions:

  • Access to all customer, product and contract data as well as to all data on the course of the decision-making process to date
  • Possibility to add/correct information and data depending on the application step
  • Overview of all processes still to be processed for easy prioritization of tasks
  • Integrated role and authorization concept

Seamless and rapid integration of third-party services

Our plugin repository contains for example ready-to-use modules for Digital Account Checks (DAC), Know Your Customer (KYC) verification, Qualified Electronic Signatures (QES), and credit bureau integrations. Each plugin is designed for seamless integration with your existing systems, significantly reducing development time while ensuring full compliance with regulatory requirements.

BANCOS plugin repository overview | Process automation for banks

BANCOS plugin repository overview

 

Process control and optimization via monitoring dashboards

BANCOS’ controlling and visualization solutions provide real-time insights so that you can draw specific conclusions for process optimization from operational data. The integrated dashboards and monitoring tools create the necessary transparency for bottlenecks and processes.

Our dashboards for processes such as loan applications visualize them at every stage. This enables data-driven decisions on resource allocation and process improvements, transforming operational metrics into tangible benefits that positively impact your bottom line.

Exemplary BANCOS monitoring dashboard |Process automation for banks

Exemplary BANCOS monitoring dashboard

Schedule your personal consultation

Discuss your situation with us, as well as the application possibilities, features, and technical details of our software—we would be glad to provide a personalized demo.