Customer Onboarding

Customer Onboarding is the process of integrating new customers into a financial institution's ecosystem and services. In FinShare, the customer onboarding process is highly efficient, streamlined and fully automated facilitated by the FinShare-Customer Onboarding (OBD) tool.

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How Customer Onboarding Works

Customer Onboarding diagram

Bank configures Customer Onboarding program.


Bank/Anchor invites Seller(s) in FinShare, and a Customer Onboarding email invitation is sent to the Seller(s).


Seller(s) inputs their company information, uploads required documents, and signs agreement via FinShare to complete their registration.


Bank approves Seller(s) registration in FinShare


Seller is now onboarded in FinShare

How FinShare Uses Customer Onboarding to Benefit You

Learn more below about how FinShare uses Customer Onboarding to benefit businesses and optimize financial health. FinShare's proprietary technology streamlines the Customer Onboarding process, making it faster and more efficient for businesses.
Additionally, FinShare offers personalized support and guidance to ensure that businesses are making the most of their financing options and optimizing their financial health.
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Invitation to Seller to Join Buyer Programs
FinShare simplifies the process of inviting sellers to join buyer programs, facilitating seamless collaboration and expanding business opportunities.
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Bank Review and Approval
FinShare streamlines the bank review and approval process, enhancing efficiency and reducing turnaround time for seller onboarding.
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Automated Document Generation
FinShare automates the generation of setup forms, agreements, and required documents, reducing manual efforts and enabling efficient onboarding of sellers.
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Multi-country, multi-language, and multi-program support
FinShare provides comprehensive support for sellers across different countries, languages, and buyer programs, catering to diverse business needs and enabling global expansion.
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Self-Registration by Seller(s)
FinShare enables self-registration by sellers, allowing them to easily onboard themselves onto the platform and participate in buyer programs.
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Interface with internal and external systems to vet Seller(s)
The platform seamlessly integrates with internal and external systems to vet sellers, ensuring compliance and adherence to regulatory requirements.
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Support Document Status Tracking
The platform offers document status tracking functionality, ensuring transparency and visibility into the progress of document review and approval processes.

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Supply Chain Solutions

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