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E�ective Client Engagement
InfrasoftTech’s Digital Onboarding & Lifecycle Management Solution, eCo, enables FIs to reimagine their client engagement strategy with a quick digital onboarding platform and an intelligent client lifecycle management solution for faster customer acquisition, streamlined regulatory compliance and enhanced client experience.
A Strategic Approach to Client Engagement
Digital Onboarding & Lifecycle Management Solution
Client Engagement
Custom
w
orkflows Client Reviews Digital Documentation
Data Lin
eage
Intuitive Dashboards Continuous Onboarding External data sources
Data In
tegrit
y
Multi-Jurisdictional
Custom Workflow
Intuitive Dashboard
Client Journey
Open Architecture
Onboarding
Omnichannel Platform
KYC-AML Checks
Client Reviews
ContinuousOnboarding
Integrated Product Journey
Digital Documentation
External Data Sources
Lifecycle Management
Smart RegTech Engine
Secured Data Exchange
Data Lineage
Data Integrity
O�boarding
Distributed Ledger
Business Value Delivered
Seamless Onboarding/O�boarding
Shrink Cost-To-Serve
Minimize Administrative Burden
Reduced Customer Abandonment
Faster Customer Acquisition
Robust Regulatory Compliance Client engagement across the journey
Powered by
Customer jo
urney
Digital E
xperience Centre
Processing & Analytics
Trust
Funds
Mortgage
Corp journey
3rd party companies
eg. Insurance
Individual/
Prospect
Internal
onboarding
Compliance
Digital O
nboarding TeamMarke
ting Te
am
Agent/
Intermediary
CRM
Systems
Core
The Future of Digital Onboarding
LESS FRICTION I MORE CONTROL I FASTER ACCESS
About InfrasoftTech
InfrasoftTech is a Fintech digital solutions provider serving 500+ financial institutions across 50+ countries. With over 20 years of experience, the company o�ers a range of Banking Products, Framework based Solutions and Specialized Services to a wide variety of financial enterprises such as Retail & Commercial Banking, Investment Banking, SME & Asset Financing, Asset Management, Wealth Management, Brokerage, Capital Markets, and Payment Services.
450+Customers
Globally
300+Core Banking Installations
200+Anti Money
Laundering Sites
200+Hosted Services
Customers
100+Customers Empowered by
InfrasoftTech Digital Journey
40Countries Served
Globally
30+Partner Network
Countries
4,000Person Years Experience in
Financial Solutions Development
Global O�ces & Partner Network
Mumbai | Pune | Chennai | London | Jersey | Guernsey | Dubai | New York | Edmonton | Toronto | SingaporeSri Lanka | Nepal | Bangladesh | Malaysia | Indonesia | Philippines | Mexico | Bahrain | Oman | Saudi Arabia
Nigeria | Ethiopia | Ghana | Kenya | Tanzania | Rwanda
/InfrasoftTechnologies /infrasofttech /company/infrasoft-technologieswww.infrasofttech.com
Infrasoft Technologies Limited
Quick Onboarding – Digital onboarding process reduces onboarding time from days to minutes with faster access to products and services.
Digital KYC & ID – Online identity authentication and digital document submission eliminates functional silos for accelerated onboarding process.
Modular Design – Built with our best-in-class omnichannel platform KIYA.ai, the modular design enables faster response to regulatory changes.
Future-proof Compliance – Automated credit, legal and compliance checks ensure compliance to existing regulations along with future-proof environment to comply with evolving regulations.
Holistic Client View – Consolidation of client’s digital footprint across various jurisdictions, products and businesses enables faster risk assessment for new
Seamless Integration – Connected Internal & External data sources enables active monitoring, maintenance and management of client and counterparty data.
Rapid Product Origination – Flexible configuration with various product journeys based on client’s risk rating drives new revenue streams.
Transparent O�boarding Process – Leveraging digital ledger capabilities ensures highest security standards for data privacy whilst facilitating smooth o�boarding process.
Smart Regtech Engine – Pre-configured workflows drive periodic and event-based AML, KYC and CDD checks to ensure enhanced due diligence with accurate customer risk profiling.
Strategic Client Engagement – Intelligent client lifecycle management solution helps in developing relevant marketing strategies to engage clients e�ectively.
Client Engagement