Financial Services

What Do You Want To Do?

Infosys Customer On-Boarding Platform

In recent times of economic uncertainty, enterprises are under tremendous pressure to remain profitable and competitive. Enterprises are looking for ways to improve customer experience, increase revenues by improved cross-selling and up-selling to existing customer base and reduce operational costs while meeting the regulatory challenges. Improved customer experience is key to customer acquisition and retention.

Infosys Customer On-Boarding Platform is a web-based, enterprise-wide comprehensive client platform that offers end-to-end customer on-boarding services. It helps enterprises reduce costs by accelerating the account opening process; its streamlined processes help reduce full-time equivalent (FTE) costs and offers best-of-breed technology solutions which are flexible, modular, and configurable thus reducing implementation cycles and dependency on IT.

This single platform can cater to multiple business lines, geographies, products, and customer types. With a rules-based regulatory approach for risk assessment and client qualification, it can help in compliance with multiple global regulations such as U.S. Patriot Act, FATCA regulation, FINRA, and FSA, and can also easily interface with subscription databases for background checks.
The flexible architecture allows for easy integration with existing internal and external transaction and core systems. The platform comes with pre-defined and configurable templates to capture customer/ product/ geography/ regulation specific data.

Process Flow
Customer On-Boarding Platform Process Flow

Infosys Advantage
  • Strategic
    • The optimized on-boarding workflow helps reduce customer on-boarding time, thus improving time to revenue
    • Provides a unified view of customers across multiple business functions, products and geographies and helps with regulatory compliance
    • Handles end-to-end customer on-boarding on the Infosys Platform with support of IT and BPO on a transaction based pricing model, thus minimizing investment costs, risks and transforming Capex to Opex
  • Operational
    • Increases operational efficiency and optimizes staff efficiency with streamlined and automated process
    • Easy tracking, monitoring, SLA and metrics based reporting
  • Financial
    • Faster on-boarding and unified view of customers across business lines and products helps improve cross-sell and up-sell capabilities
    • Available in flexible implementation models – platform-based and license-based
  • Technology
    • Flexible Enterprise Application Integration and rules-based process flow
    • Product/ tool agnostic approach built on open standards
    • Quick implementation and release cycles
Related Information

Press Release

Less Cost, Less Hassle, Less Paper: Infosys Launches Customer Communications Management Portal for Enterprise Communications
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TUCON 2011   

Spotlight

Thoughts for Tomorrow's Enterprise