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Appzillon Retail Onboarding Solution for U.S. Banks and Credit Unions

Your customers often decide whether to make you their primary financial institution during the onboarding process. With Appzillon Customer Onboarding Solutions, U.S. banks and credit unions can offer a seamless, omnichannel process that ensures frictionless interactions and streamlined data collection — building lasting customer loyalty from day one.

Trusted by Leading Financial Institutions in the U.S.

Our platform is trusted by banks across the U.S. to deliver seamless, secure, and scalable digital banking experiences. Whether you’re a community bank credit union, or large commercial bank, Appzillon ensures that you can serve your customers across every digital touchpoint.
customer-onboarding

Transforming the Customer Onboarding Experience for U.S. Banks

Customer journeys have moved beyond simply removing bottlenecks. Now, it’s about rethinking them entirely. In the competitive U.S. banking market, customer experience has emerged as the key differentiator. With over 40% of onboarding time dedicated to KYC due diligence and account opening (McKinsey report), many banks still lack the infrastructure for smooth, transparent processes. As features like self-service, document automation, and real-time digital repositories become the norm, banks and credit unions must innovate quickly to eliminate every friction point.

Seamless Digital Onboarding Experiences and Digital Account Opening

Appzillon’s Customer Onboarding Solution revolutionizes the way banks and financial institutions welcome and engage their customers. With a comprehensive suite of advanced features and cutting-edge technology, Appzillon offers a seamless and frictionless onboarding experience. From capturing customer data to streamlining document management and enabling personalized interactions, Appzillon ensures a swift and efficient onboarding process.

With its user-friendly interface, robust security measures, and flexibility to adapt to various channels, Appzillon empowers organizations to enhance customer satisfaction, accelerate time-to-market, and drive business growth. Embrace Appzillon’s consumer onboarding solution and unlock the power of seamless customer experiences in the digital era.

Innovate Customer Onboarding
with Appzillon

Perfecting the Customer Experience

Appzillon simplifies the onboarding process, making it easier and more convenient for customers. They can choose their preferred channels, such as mobile devices or web portals, to initiate and complete the onboarding journey without unnecessary hassles.

By leveraging streamlined data capture and automation, Appzillon reduces the time required for account opening. Customers can swiftly provide necessary information, submit documents digitally, and receive prompt approval, resulting in a faster onboarding experience.

Appzillon’s solution enables personalized experiences by leveraging customer data and analytics. Customers can receive tailored product recommendations, customized offers, and relevant information, creating a more engaging and relevant onboarding journey.

Reuse potential future transactions easily by marking them as favorites for the user’s ease.

Ensure an easy flow of transfer of funds between your accounts, to another account within the same bank, or to an external account in an outside bank using the low-value or high-value payment network. Perform cross-border transactions, file upload for bulk processing of transfers, input multiple transfers in one transaction and display previous transfers initiated by the customer easily.

Enable user to create a beneficiary for fund transfer multiple times. Users can link their beneficiary-to-beneficiary groups to help in filtering their beneficiary list during transactions. It allows users to view the list of beneficiaries added and group them according to the transfer type with an option to remove any accounts.

With Appzillon, customers can capture and submit required documents digitally, eliminating the need for manual paperwork. This not only saves time but also reduces the risk of document loss or errors, resulting in a smoother onboarding process.

Appzillon’s solution includes features such as chatbots or virtual assistants to provide instant support and guidance during the onboarding process. Customers can receive real-time assistance, resolve queries promptly, and experience a higher level of customer service.

To know more about the customer benefits

Streamlining Operations

The solution simplifies the collection of customer data by providing intuitive interfaces and smart data entry forms. This reduces manual errors, improves data accuracy, and expedites the onboarding process.

Appzillon facilitates the capture and verification of essential documents through integrated technologies such as OCR (Optical Character Recognition) and AI (Artificial Intelligence). This automates document processing, reduces paperwork, and enhances efficiency.

Appzillon incorporates robust compliance and risk management features to ensure adherence to regulatory requirements. It enables organizations to perform identity verification, KYC (Know Your Customer) checks, and risk assessment along with enhanced security, and mitigated fraud risks.

Appzillon offers advanced analytics capabilities to derive insights from customer onboarding data. This helps organizations to monitor performance, identify bottlenecks, and optimize the onboarding process for continuous improvement.
Appzillon’s solution seamlessly integrates with existing banking systems and infrastructure, allowing organizations to leverage their technology investments. It also offers scalability to accommodate growing customer volumes and evolving business needs.

To know more about the benefits for the bank

Designed for the Unique Needs of U.S. Customer Onboarding

Our comprehensive system ensures compliance with U.S. regulations by providing automated KYC processes and secure data management capabilities. This integration helps financial institutions, including credit unions and community banks, maintain adherence to regulatory requirements while improving operational efficiency.
An intuitive platform that delivers a smooth onboarding experience for clients. With a guided process and easy-to-navigate interface, new users can complete applications quickly, minimizing drop-off rates and enhancing satisfaction across diverse client bases.
A robust solution that streamlines document submission and verification. Clients can securely upload required documents, while the platform automates the validation process, reducing manual effort and expediting approvals for all types of institutions, including smaller community banks.
An integrated feature that allows clients to track their onboarding status in real-time. Automated notifications keep clients informed throughout the process, enhancing transparency and communication, essential for building trust with new customers.

What our customers are saying

Check out our customer onboarding case-studies

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Becoming the world’s first digital only trade finance bank with Appzillon’s digital corporate onboarding with real-time data validation

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Appzillon’s account origination system was implemented to streamline, simplify, and standardize the onboarding process from a paper-based method

Partner with i-exceed for U.S. Customer Onboarding Transformation

Effortlessly automate your customer onboarding experience with i-exceed’s Appzillon Customer Onboarding Solution. Our platform, trusted by banks worldwide, supports U.S. institutions, including credit unions and community banks, by offering an intuitive onboarding process that ensures regulatory compliance and maximizes client engagement from the start.

Appzillon Digital Banking Platform

Appzillon is i-exceed’s award-winning low-code digital banking platform and suite of innovative digital banking solutions. Together, the combination is helping the world’s leading financial institutions deliver delightful customer journeys and boost staff productivity.

Omnichannel Banking Platform

Easy to Deploy and Integrate

Inbuilt Extensibility

Artificial Intelligence Enabled

Microservices Architecture

Low-code Platform

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Resources

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White Paper

Transforming Banking: Embrace Cloud-Native

Cloud-native technologies are transforming banking, offering scalability, and efficiency for modern bank...

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Blog

Mastering Retail Banking Customer Journey

In today’s digital banking environment, understanding and optimizing the customer journey is no longer...

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Case Studies

Revamping Retail Banking UX: A Case Study

Discover how we transformed the user experience for a bank’s retail banking app. This detailed case study walks you...

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