Corporate client self-onboarding

Jan 17, 2018

Know this feeling when you’re asked by the check-in clerk where you’d like to sit on a plane? A torrent of thoughts rushes through your head: being able to see the actual seat map with available options would make your choice much easier. Otherwise it’s kinda like a child describing favorite movie.

The fog of confusion you find yourself dealing with is pretty much the same as the one experienced by your corporate customer when setting up their access rights as part of online banking.

First, the customer needs to appoint users and explain their roles to you in order to request approval workflows which align well with a specific corporate hierarchy.
Then, you get back to them with what their options are. Special forms are used for that, followed by emails and face-to-face meetings to assure the customer’s needs are met. 

It all takes time and effort on both sides. 

Now, if you just showed your corporates what’s what – and had them pick their optimal way to proceed – wouldn’t it benefit everyone?

It definitely would, and that’s why we’ve decided to accommodate this particular need.

We developed a client self-onboarding tool for SMEs and large companies. Now their employees can request access to the online banking channel and define its parameters however and whenever they want. 

Your role then boils down to validating their choice and granting the said access to new users as well. Simple as that. 

So first, self-onboarding turns a tedious banking procedure into a breeze. Second, corporates get to control their situation in full. And third, you are empowered to onboard multiple users at once, which counts for a lot: mass user setup is drudgery, not many banks handle it well.

Yours can be an exception to the rule.

Article by BARTOSZ LERKA, Business Solution Consultant, Corporate Banking, Comarch. Former corporate banker with nearly 10 years of experience. During his banking career served international corporations, European SMEs, companies listed on the stock-exchange as well as enterprises with consolidated shareholder structure. In Comarch supports optimization of banking processes with IT solutions. Driven by freeing financial officers and bank employees from complex or repetitive tasks and excessive operational risks. Partial to efficient time and money allocation on both sides of the bank-client relation.

Comarch Financial Services is a provider of state-of-the-art IT solutions for banks, insurance companies, brokerage houses, asset management companies, as well as investment and pension funds. The systems and applications offered by us for the financial market are characterized by high quality, excellent performance and great flexibility. Our wide product portfolio allows for the precise selection of software that meets clients' expectations, preferences and capabilities.

About

Comarch Financial Services is a provider of state-of-the-art IT solutions for banks, insurance companies, brokerage houses, asset management companies, as well as investment and pension funds. The systems and applications offered by us for the financial market are characterized by high quality, excellent performance and great flexibility. Our wide product portfolio allows for the precise selection of software that meets clients' expectations, preferences and capabilities.

Visit our website finance.comarch.com
 

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