Customer Onboarding
Accelerate growth with CR2’s intelligent customer onboarding
The first interaction sets the tone for lifelong customer relationships. A seamless onboarding process not only saves costs but significantly enhances customer satisfaction and loyalty.
Create outstanding digital experiences, slash acquisition costs, and accelerate growth through AI-powered, secure, and seamless customer onboarding.
Account opening in just 3 steps
CR2’s proven technology enables your customers to open accounts and access products in 3 simple stages, all while maintaining complete compliance and control.
Step 1: Apply
Your customer starts the onboarding process by choosing their preferred channel and begins their application by scanning documents.
Customer enters their preferred channel
Customers begin their onboarding journey by selecting their preferred channel. CR2 offers a comprehensive range of channels including mobile app, web, and branch access, delivering a truly omnichannel experience.
Starting is simple—just enter basic information such as name and email to begin the application.
Customer is invited to scan relevant documents
- iOS, Android, сross-platform frameworks for mobile components
- Ready-to-run Linux, Windows, Docker packages for service distribution
Step 2: Verify
Identity verification and validation are completed through automated ID capture, advanced face detection, and AI-powered biometric verification.
ID capture & data extraction
- Verification support for over 14,000 document templates from 251 countries and territories
- Multi-language capability spanning 138 languages and scripts
- Advanced data extraction through visual zone OCR, barcode reading, MRZ reading, RFID reading, Lexical analysis
Face detection & liveness check
Our advanced liveness detection technology combines active and passive verification methods for enhanced security and faster user experience.
Each verification session uses unique parameters, ensuring accurate and fraud-resistant authentication that protects against sophisticated attacks, including deep fakes.
Biometric verification powered by AI
Native integration with Document Reader SDK enables comprehensive 1:1 photo matching capabilities:
- RFID chip data
- Selfie verification
- External database records
Step 3: Activate
Activate accounts instantly and enable seamless access to digital banking services.
User is verified
After successful verification, customers are automatically guided to create their secure login credentials.
- Streamlined creation of login credentials
- Option for assisted onboarding, allowing customers to upload documentation online for verification by bank staff via phone or in person
Account creation success!
Ready for banking – welcome your new customer seamlessly. They instantly can:
- Begin their banking journey
- Access full range of services
- Explore personalized features
- Engage across all channels
Design your customers’ journey, we’ll deliver the technology
AI Powered Account Opening
- Streamlined workflows with fewer steps
- Advanced verification features like automatic ID capture, data extraction, face detection and biometric verification.
- Second-fast account creation
Cost Effective Operation
- Automate manual processes
- Speed up customer approvals & KYC processes
- Reduce form fatigue and related churns
Flexible Customer Journey
- Tailored requirements based on customer segments and regulatory environments
- Global coverage with over 14,000 verified document templates from 251 countries and territories
- Multi-language capability spanning 138 languages and scripts
- Enabled assisted onboarding or in-person requirements specific to markets
Advanced Risk Management
- Protect against fraud with advanced identity verification
- Streamline compliance through pre-integrated eKYC and AML services that offer a flexible workflow tailored to the unique needs of each financial institution
Why choose CR2 for customer onboarding
- quick, seamless onboarding
- AI-powered automations
- operational excellence
- security without added complexity
- true omnichannel experience
- global ready, locally compliant
- flexible integration
