Customer Onboarding

What is Customer Onboarding?

The FinShare-Customer Onboarding (COB) tool is designed to provide onboarding for customers for multiple bank services or applications. It incorporates accelerated customer data acquisition, verification and validations. The approach is to acquire data from vetted sources or deemed reliable sources to push the supplier information during the invitation/registration to the prospective supplier.

The supplier may then review, edit, verify, validate, or enhance for submission rather than input all information from scratch, which would be prone to errors.


1.Bank configures Customer Onboarding program.


a) Bank invites Seller(s).

b) Customer Onboarding email invitation is sent to Seller.


a) Seller(s) registers online.

b) Seller(s) approves registration.

4.Bank approves registration.

Benefits of the FinShare Solution

  • Invitation to Seller to Join Buyer Programs.

  • Auto Generate Setup Form and Agreement & Required Docs.

  • Self-Registration by Seller(s).

  • Support Document Status Tracking.

  • Bank Review and Approval.

  • Multi-country, multi-language, and multi-program support.

  • Interface with internal and external systems to vet Seller(s) .

Ready to join the FinShare solution?