The good news is, you have won a new customer. Now, you need to deliver a smooth, quick, and delightful onboarding experience if you want to retain their business.
The risks of less-than-stellar onboarding experiences are high. “Today, 38% of customers drop out of the onboarding process because of the frustration with paper or volume of information required,” Deloitte recently reported. When onboarding experiences are slow, manual, and complex, you are leaving the impression that you might not be the easiest company to do business with.
Fortunately, Unqork’s codeless development platform is helping companies build digital experiences an estimated 63% faster than using traditional development models. That means you can deliver the kind of robust, end-to-end digital onboarding experiences that financial services customers are demanding. And that is why so many financial services firms rely on Unqork, including:
- 9 of the top 15 asset managers
- 6 of the top 12 banks
- 3 of the top 10 wealth managers
Wondering how you can get started building an application on Unqork? Here are three Unqork Marketplace Listings commonly used in onboarding application builds.
The Unqork Marketplace Onboarding Starter Pack
Want to build a modern, comprehensive, and highly flexible onboarding solution without writing, managing, or seeing a single line of code? Unqork Marketplace is definitely the place to start. Using Unqork:
- A large financial institution developed a new onboarding solution in just 8 weeks.
- A global investment bank transformed its onboarding process in just 18 weeks using only 4 FTEs.
- A top-5 wealth management firm built a modern front-to-back office private wealth management platform in 24 weeks.
Unqork Marketplace enables our clients to leverage the full power of Codeless Architecture through a wide array of pre-built snippets, templates, and accelerators, as well as an elite partner ecosystem—all of which increase the speed that developers can build onboarding and KYC solutions.
Just as important, all declarative configuration in Marketplace assets follow Unqork best practices and has been thoroughly reviewed from an architecture, UX, and security perspective.
“There are so many integrations readily available [in Marketplace], and the assets are implemented with the best practices already in place, so you know you are incorporating these features properly,” says Anupama Meena, Lead Software Engineer at Persistent.
If you are ready to get started, begin by checking out three Unqork Marketplace listings that have proved to be particularly powerful in accelerating modern onboarding application builds.
1. Client Information Module Template
The Client Information Module Template provides a quick and easy way to gather information about new and existing clients, and it is configured for both individual and joint accounts. The template lets you create, view, update, and delete information for individual clients of an account. It can also dynamically update accounts and clients, depending on the account ownership structure.
You can also use this template to prompt end-users to complete their onboarding process, open an account ,and verify their existing information.
Note that this template is configured to work seamlessly with the Fund Selection and Investment Preferences templates, so that you can create a holistic account onboarding flow.
2. DocuSign Module Integration
The DocuSign Module Integration Template enables you to generate and send eSignature PDFs to end-users from your onboarding application. It’s pre-configured with both modules and an API integration. When you build an application from this template, you’ll see a service (integration) added to your environment in Services Administration. The service has a layout prepped for your DocuSign credentials. Then you can quickly set up your DocuSign account directly through DocuSign.
Thanks to this integration, you can send dynamic PDFs personalized for end-users and enable them to sign right from your application. This eliminates manual tasks and increases convenience both for customers and employees.
3. Webhook API Snippet
Webhooks allow your application to receive real-time data from external sources and synchronize data across multiple web applications. This means you don’t have to constantly pull data from an external source. Instead, the external source pushes the data to your application whenever it’s triggered.
This Webhook API Snippet helps you configure a standardized webhook in Unqork. It contains a clean outline for configuration and response bodies. The snippet is similar to the API Specifications template, except that it configures a basic webhook that responds with the request body and path.
For onboarding, you can use this snippet to easily integrate with the DocuSign Module, so that you can send information back to the agent side of your portal, enabling agents to see the status (sent, signed, etc.) of each client’s offering document.
And in conclusion, that’s just the beginning…
These three listings are just the beginning. From KYC to Fund Selection to Automatic SMS Notifications, the Unqork Marketplace has what you need to create the full range of features and functionalities in an end-to-end onboarding application. And thanks to the power of Unqork’s codeless platform, you can extend any of these listings to fit both your firm’s branding and specific business processes.
Curious how to see these Marketplace Listings configured in action? Check out the webinar on how to build an onboarding application in 30 minutes.
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