Effective Client Engagement InfrasoftTech’s Digital Onboarding & Lifecycle Management Solution, eCo, enables FIs to reimagine their client engagement strategy with a quick digital onboarding platform and an intelligent client lifecycle management solution for faster customer acquisition, streamlined regulatory compliance and enhanced client experience. A Strategic Approach to Client Engagement Digital Onboarding & Lifecycle Management Solution Multi-Jurisdictional Custom Workflow Intuitive Dashboard Client Journey Open Architecture Onboarding Omnichannel Platform KYC-AML Checks Client Reviews Continuous Onboarding Integrated Product Journey Digital Documentation External Data Sources Lifecycle Management Smart RegTech Engine Secured Data Exchange Data Lineage Data Integrity Offboarding Distributed Ledger Business Value Delivered Seamless Onboarding/Offboarding Shrink Cost-To-Serve Minimize Administrative Burden Reduced Customer Abandonment Faster Customer Acquisition Robust Regulatory Compliance Client engagement across the journey Powered by Customer journey Digital Experience Centre Processing & Analytics Trust Funds Mortgage Corp journey 3 rd party companies eg. Insurance Individual/ Prospect Internal onboarding Compliance Digital Onboarding Team Marketing Team Agent/ Intermediary CRM Systems Core The Future of Digital Onboarding
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E�ective Client Engagement
InfrasoftTech’s Digital Onboarding & Lifecycle Management Solution, eCo, enables FIs to reimagine their client engagement strategy with a quick digital onboarding platform and an intelligent client lifecycle management solution for faster customer acquisition, streamlined regulatory compliance and enhanced client experience.
A Strategic Approach to Client Engagement
Digital Onboarding & Lifecycle Management Solution
Client Engagement
Custom
w
orkflows Client Reviews Digital Documentation
Data Lin
eage
Intuitive Dashboards Continuous Onboarding External data sources
Data In
tegrit
y
Multi-Jurisdictional
Custom Workflow
Intuitive Dashboard
Client Journey
Open Architecture
Onboarding
Omnichannel Platform
KYC-AML Checks
Client Reviews
ContinuousOnboarding
Integrated Product Journey
Digital Documentation
External Data Sources
Lifecycle Management
Smart RegTech Engine
Secured Data Exchange
Data Lineage
Data Integrity
O�boarding
Distributed Ledger
Business Value Delivered
Seamless Onboarding/O�boarding
Shrink Cost-To-Serve
Minimize Administrative Burden
Reduced Customer Abandonment
Faster Customer Acquisition
Robust Regulatory Compliance Client engagement across the journey
Powered by
Customer jo
urney
Digital E
xperience Centre
Processing & Analytics
Trust
Funds
Mortgage
Corp journey
3rd party companies
eg. Insurance
Individual/
Prospect
Internal
onboarding
Compliance
Digital O
nboarding TeamMarke
ting Te
am
Agent/
Intermediary
CRM
Systems
Core
The Future of Digital Onboarding
LESS FRICTION I MORE CONTROL I FASTER ACCESS
About InfrasoftTech
InfrasoftTech is a Fintech digital solutions provider serving 500+ financial institutions across 50+ countries. With over 20 years of experience, the company o�ers a range of Banking Products, Framework based Solutions and Specialized Services to a wide variety of financial enterprises such as Retail & Commercial Banking, Investment Banking, SME & Asset Financing, Asset Management, Wealth Management, Brokerage, Capital Markets, and Payment Services.
450+Customers
Globally
300+Core Banking Installations
200+Anti Money
Laundering Sites
200+Hosted Services
Customers
100+Customers Empowered by
InfrasoftTech Digital Journey
40Countries Served
Globally
30+Partner Network
Countries
4,000Person Years Experience in
Financial Solutions Development
Global O�ces & Partner Network
Mumbai | Pune | Chennai | London | Jersey | Guernsey | Dubai | New York | Edmonton | Toronto | SingaporeSri Lanka | Nepal | Bangladesh | Malaysia | Indonesia | Philippines | Mexico | Bahrain | Oman | Saudi Arabia
Nigeria | Ethiopia | Ghana | Kenya | Tanzania | Rwanda
Quick Onboarding – Digital onboarding process reduces onboarding time from days to minutes with faster access to products and services.
Digital KYC & ID – Online identity authentication and digital document submission eliminates functional silos for accelerated onboarding process.
Modular Design – Built with our best-in-class omnichannel platform KIYA.ai, the modular design enables faster response to regulatory changes.
Future-proof Compliance – Automated credit, legal and compliance checks ensure compliance to existing regulations along with future-proof environment to comply with evolving regulations.
Holistic Client View – Consolidation of client’s digital footprint across various jurisdictions, products and businesses enables faster risk assessment for new
Seamless Integration – Connected Internal & External data sources enables active monitoring, maintenance and management of client and counterparty data.
Rapid Product Origination – Flexible configuration with various product journeys based on client’s risk rating drives new revenue streams.
Transparent O�boarding Process – Leveraging digital ledger capabilities ensures highest security standards for data privacy whilst facilitating smooth o�boarding process.
Smart Regtech Engine – Pre-configured workflows drive periodic and event-based AML, KYC and CDD checks to ensure enhanced due diligence with accurate customer risk profiling.
Strategic Client Engagement – Intelligent client lifecycle management solution helps in developing relevant marketing strategies to engage clients e�ectively.