On-Board CRM

On-Board CRM — Customer Relationship & Onboarding Management

The On-Board CRM is a comprehensive customer relationship management system designed specifically for FinTech organizations. It streamlines the pre-onboarding process — collecting and verifying potential customer information before account opening — and provides ongoing ticket-based customer support.

Pre-Onboarding Pipeline

• Lead Capture — Collect prospect information from web forms, referrals, and direct applications


• KYC Pre-Screening — Initial document collection and identity verification before account creation


• Pipeline Management — Track prospects through onboarding stages: Application → Document Review → KYC → Approval → Account Creation


• Automated Notifications — Keep applicants informed at every step via email and SMS

Customer Support

• Ticket System — Create, assign, and track customer support tickets


• Communication History — Complete record of all customer interactions


• Knowledge Base — Built-in FAQ and documentation for self-service


• SLA Tracking — Monitor response and resolution times against SLA targets

CRM Dashboard

• 360-degree customer view with transaction history and support history


• Risk score and compliance status integration


• Account status and product holdings


• Communication preferences and consent management

On-Board CRM ensures a smooth transition from prospect to active customer while maintaining full compliance with regulatory requirements.