Trade Services
Customer Onboarding
Customer onboarding is the process of integrating new customers into a financial institution's ecosystem and services. In the context of FinShare, the customer onboarding process is highly efficient, streamlined and fully automated facilitated by the FinShare-Customer Onboarding (OBD) tool.
How Customer Onboarding works
1 Bank configures Customer Onboarding program.
2 Bank invites Seller(s) in FinShare, and a Customer Onboarding email invitation is sent to the Seller(s).
3 Seller(s) complete online registration in FinShare.
4 Seller(s) registers online.
5 Bank approves Seller(s) registration 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.
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.
Bank Review and Approval
FinShare streamlines the bank review and approval process, enhancing efficiency and reducing turnaround time for seller onboarding.
Automated Document Generation
FinShare automates the generation of setup forms, agreements, and required documents, reducing manual efforts and enabling efficient onboarding of sellers.
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.
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.
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.
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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