One platform for every client onboarding use case.
Why Quickboarding? Because only Quickboarding’s No-Code client onboarding platform gives your team an ability to build all kind of onboarding use cases in simple yet flexible way.
Design
Configure
Analyze
Organize
Get closer to your clients that matters to you
Quickboarding helps you sourcing and managing clients while keeping you compliant.
DESIGN
Streamline your client onboarding process
First impressions are often important. Wow your users with a quick and personalized onboarding journey.
- No-Code
Our no-code Form Builder will make your job more enjoyable. Drag and drop components, custom validations, adjusting the buttons — flexibility is all yours
- Personalization
Every user expects personalized experience and your business is no exception. That’s why Quickboarding makes it easy for you to keep your onboarding experience personalized.
CONFIGURE
Define your process
Configure your process to reduce chaos. Adopt the easiness rather relying on customizations.
- Visual Workflow
Configure your process path with a visual business rule engine. We can help you put your processes on auto pilot mode. Quickboarding can help you build a strategic process to win your customers.
- Access Control
Define responsibility matrix for each stage based upon roles, level and the nature of the onboarding process. Spend more time on strategic work and leave the repetitive stuff to us.
ANALYZE
Evaluate Risk
Analyze customer risk and ensure document authenticity through carefully crafted risk models designed around your business needs and goals.
- Risk Screening
Verify liveliness and the potential risks associated with your customer. The solution helps you onboard more customers with reduced chances of frauds and financial crimes.
- Document Proofing
Confirm that customers’ documents are legitimate. Optical character recognition helps in auto extraction of customer information, which enriches the customer onboarding experience.
ORGANIZE
Remove guesswork
Streamline Onboarding Experience
Start capturing deeper client engagement and retention insights. Organized data help you understand your customers better.
- Reports
View key insights of your flow through a custom dashboard and reports giving the data that you have to act upon
- Visual Analytics
Find answers to your questions through visual analytics that shows the client reaction upon your onboarding flow. Understanding clients can help you in growing your numbers.
Wow your clients with personalized onboarding journey
Automated, Personalized experience that your clients will thank you for
Save your team time with seamless client onboarding solution
- Form Builder
- Multi Step Workflow
- Customer KYC
- Document Collection & Analysis
- Contract Signing & Management
- Internal Approvals
- Notifications
Remain Compliant at each stage
We assist you in staying on the right side.
Secure your business against false chargebacks and compliance risk through Quickboarding.
Onboard Faster
Configure an automated client onboarding process and leave everything for us to manage. Track your portfolio through custom dashboard analytics.
- Automated Onboarding
- Personalized Journeys
- Risk Segmentation
- Document Proofing
Increase Engagement
Quickboarding makes it easy for you to engage with your users. It also helps you improve your process flow through ninja user experience notifications.
- Drive in motivation
- Assisted Digital Journeys
- Reduce Abandonment
- Leverage from Analytics
Remove Barriers
Don’t let the barriers deter you from connecting with your users. Fulfill your users demands without attending them physically.
- 24*7 Accessibility
- Mobile App
- Partner Origination
- Cross Borders
Grow Business
Measure to manage your business. Grow your numbers by tracking powerful insights and analytics to easily understand the impact of your digital experience process.
- Quickly introduce new products
- Enhance Activation Rate
- Convert prospect to customer
- Track Growth
- Our other popular integrations
Tie the Apps that you already love
Have apps that you and your team already love and rely on every day. Find them right here and integrate them in few clicks.
Enable True Digital Transformation
- No Code Platform
- NO Vendor Lockin
- 100% Flexibility