TechnePlus provided an automated customer onboarding solution to help the Client address the challenges due to Covid-19. This solution leveraged the RPA workforce to automate the customer onboarding process. The bot was integrated with the bank chatbot to fetch customer KYC documents and validate customer details with the online application.
This eliminated manual validation of documents for customer onboarding, reduced the call flow at the call center, and reduced delays in onboarding due to low staff availability. The automated customer onboarding solution also improved business users reporting, and maintenance reporting and provided APIs.