A Complete Client Onboarding System

ClinO is a  customer onboarding solution that is the pinnacle of omni-channel engagement, providing end-to-end onboarding in less than a minute. This solution combines flexible, open architecture with cutting-edge tools to make paperwork a thing of the past. It’s ‘latest mobile technology’ simplifies the Know Your Customer (KYC) process, speeding up approvals. In addition, optical character recognition (OCR) scans official documents (e.g. PAN and Aadhar Card), facial recognition confirms identities – and all data is relayed to the appropriate place on a bank’s system – all within seconds. Aside from the amount of time saved by personnel, the impact on customer perception and loyalty is invaluable

Why Clino?

Dynamic Forms

A Dynamic forms engine helps to model and streamline the interactive dialogs needed for digital sales and self-advice tools. It helps to create intelligent digital dialogs, and to design business rules and processes to route data inputs to the appropriate systems and people

Omni Channel Reuse

The same dynamic form flows can be designed for use across multiple channels (e.g. online, mobile, call center) or devices (e.g. desktop, mobile, tablet)

Customer Dialogue

Without any programming, intelligent, rule-driven dialogues can be designed to create intuitive, user-friendly interactions. This puts customers in control and removes the need to answer unnecessary questions. It also ensures that expert help is provided where needed. All inputs are channeled to the appropriate systems and people within the organization, powering a real-time 360-degree view of each customer

Business Collaboration

Better Business and IT Collaboration. Tailor / customize Dynamic forms solutions can also offer an efficient collaborative environment for both Business and IT specialists. Business teams can quickly design new forms, measure results, and make the appropriate updates and modifications, all without programming. IT specialists can configure the core forms engine and need only code display and integration logic once