Acquire

Increasing regulatory pressure on the financial services sector means that the customer acquisition process must undergo a range of processes that includes documentation vetting, identity checks and KYC requirements. This increased regulatory overhead paired with the requirement for more efficient and accurate customer on-boarding presents a unique challenge. Acquire is a web-based customer acquisition tool that allows branches to initiate and manage the client account opening process while following structured user definable workflows and document paths . The solution automates, centralises and standardises the customer acquisition process such that client account details can be verified, checked for duplication and completeness and either routed back to the respective client, branch or internal department for review and / or correction or onto the next stage for further processing. Acquire allows for the setting of different processing rules based on product and account types.

Acquire also presents the opportunity to efficiently open accounts with more confidence in data correctness and move customers through your on-boarding process to boost their customer service experience.