Skip to main content

Institutional Onboarding for Commercial Banking

Deliver a robust onboarding process with risk- and compliance-enabled capabilities for new commercial banking customers.

Download PDF

Deliver a robust onboarding process with risk- and compliance-enabled capabilities for new commercial banking customers.

Client onboarding for commercial banking is a complex undertaking encompassing numerous tasks across multiple teams and systems. Today, many onboarding processes are overly reliant on manual tasks and checkpoints, resulting in limited visibility and a poor client experience. 

Unqork’s Institutional Onboarding solution helps banks automate and systematize client onboarding processes from end-to-end. The solution provides a centralized platform that can be fully integrated with internal systems, data aggregators, and rules providers. The solution fully digitizes and streamlines client information-gathering workflows and efficiently organizes data into a unified system. Tasks are intelligently routed to appropriate owners for review & approval. Key KYC and regulatory processes can be executed in a wholly digital (and therefore efficient and auditable) manner.