Commercial Service Automated Enrollment
An end-to-end treasury onboarding and maintenance solution that includes automated service provisioning, self-service options, and integrations with core systems, CRMs, image archive systems, online banking platforms, and other digital surrounds.
Automate client onboarding and maintenance tasks for back-office efficiency and faster speed to market.
What the Service Includes
Automated Enrollment
Service enrollment for customer availability with automated and secure delivery of customer data to financial institution applications.
Workflow Designer
Create custom process flows and associated tasks to match your institution's unique requirements.
Client & Partner Visibility
Real-time status updates and task messaging for clients and internal bank partners, providing full transparency throughout the onboarding process.
Platform Integrations
Seamless connectivity with E-Signature providers, core banking systems, treasury platforms, CRM solutions, image archive systems, and other digital surrounds.
Digital Account Opening
Customizable application forms for new business customers with built-in KYC/KYB verification through third-party data and analytics providers.
Management Reporting
Comprehensive reporting for all activities initiated by customers or financial institution staff.
On-Ramp Benefits
- Rapid customer setup with automated service enrollment
- Centralized customer information - enter data once for greater efficiency and accuracy
- Customizable workflows tailored to fit the bank's needs
- Automated agreement signing and document collection
- Task alerts and notifications
- Customer and bank enrollment status reporting
- Per-service onboarding performance metrics
- SLA (Service Level Agreement) monitoring
Also Supports
- Integration with core systems, CRM, online banking platforms, and image archive systems
- Multi-EIN client onboarding and service enrollment
- Customer-initiated account and new service applications
- Maintenance requests for existing clients
- Multi-department workflow for task review and approval
- Integrated secure messaging for internal and external communication
- Requests for information or agreements for customer signature
- Low and no-code design tools for bank-enabled customizations
Streamline Your Platform Conversions
Whether it's due to a bank merger or a migration to a new product or product version, On-Ramp supports and streamlines platform conversions for banks, reducing day-one support issues and paving the way for a smooth transition for commercial clients from one platform to another.
User Communications
Send targeted communications to users and track engagement throughout the conversion process.
Authentication & User Journey
Facilitate seamless authentication and guide users through their journey from the legacy platform to the new platform.
Data Mapping
Comprehensive data mapping capabilities from the legacy platform to the new platform ensuring accuracy and completeness.
Preview Period
Provide bank clients with a preview period before go-live, allowing them to familiarize themselves with the new platform.
Ready to Transform Your Onboarding?
Schedule a demo to see how On-Ramp can streamline your commercial customer onboarding.