Built on Microsoft Dynamics 365 and the Power Platform, the Xpedition KYC and On Boarding App enables financial institutions to meet both their regulatory compliance requirements, whilst also delivering a modern, streamlined client on-boarding experience that establishes a strong foundation from which long-term relationships can thrive.
Key Features and Benefits of the KYC and On-Boarding App
- See what stage a record is in and what steps remain in order to complete it
- Process flows guide users through each step to ensure they capture all requirements
- Informative summary screen provides clear indication of what tasks remain
- Fully customisable screens to meet users needs and provide key KYC intelligence
- Identify the most suitable client product with a configurable attitude to risk framework
- At proposal stage, the system guides users through the document generation procedure
- The app utilises Power BI to provide deeper insights into client data