SMART INSTANT ACCOUNT OPENING AND
ONBOARDING JOURNEYS WITH VIDEO eKYC

The new normal of social distancing can create blocks in your growth
journey to create and cement profitable customer relationships.
Customers are now expecting financial services to connect the gaps
of offline and online financial convenience. You need to enable a
radical transformation of customer experience and respond to swiftly
changing customer and community needs demands.
Winning financial organizations have focused on building their
journeys differently, often focusing on developing technology that
allows them to create change-ready, personalized digital journeys that
can be adapted continuously as processes are re-engineered to deliver
nearreal-timeresults.LeverageCUSTOMERNEXT’Ssmartdigitaljourney
designers with integrated video eKYC to deliver instant accounts with
smart authentication and complete regulatory compliance.
Deliver Instant Account,
Swift Onboarding
with Video eKYC

Customer starts the
instant account journey
from any channel.
(website, social, email,
sms, ATM, net banking ,
mobile banking)
01
Verification score and
call data is available
to audit team
07
Fills basic profile
details
02
Video call is recorded with
randomized questions,
gestures and pictures
06
Authenticates mobile
number and ID proof
with an OTP
03
Live Video KYC
call is initiated
05
Instantly gets an account number
with instant funding options
04
Your account
has been
created
successfully
CONGRATULATIONS
Customer can
start from
any channel
01
Verification score, images
and call data is captured
in CRMNEXT
07
Authenticates mobile
number and id proof
with an OTP
02
Live video KYC and
recording with image,
capture and approval
process
06
Completes profile
details
03
Account activation with
instant funding options
05
eKYC documentation upload
04
Your account
has been
created
successfully
CONGRATULATIONS
How It Works?

CUSTOMERNEXT
WHY
À Build adaptable, codeless customer journeys with drag and drop
visual designers
À Provide true continuous-channel onboarding experiences which can
be started and resumed in any digital self service or assisted channel
À Create smart & dynamic journey maps without requiring complex API
development
À Seamless integration with government agencies and external
providers for regulatory compliant eKYC and Video KYC
À Deliver deep digital end-to-end orchestrated journeys to ensure
instant gratification
À Create once, deploy everywhere
À Easy to maintain, upgrade and change

ADVANTAGES
KEY
Smart Dynamic Digital Journeys
CUSTOMERNEXT empowers you to engage customers with
intelligent digital buying and servicing journeys that are adaptive,
integrated and frictionless. Users can design responsive screens
quickly, define data sources and actions, add validations,
consume microservices with real time API calls etc. Real time
customer intelligence and dynamic personalized offers enables
customers with real-time visibility on customer eligibility, auto
filled applications, upload documents and application status.
The journeys were available to both existing customers
and new prospects. Create end-to-end integrated journeys with
smart win-back processes to maximize conversions.
Integrated with eKYC and Video KYC with
All Regulatory Compliances
CUSTOMERNEXT eliminates bad actors by providing integration
with regulatory agencies to deliver OTP based eKYC and Video
KYC providers to prevent fraud. Be enabled with features such
video call recording for identity capture and verification, Geo
tagging and concurrent audit. Get accurate authentication of
customers and compliance ready with GDPR, AML, KYC and
other Government regulations.
Seamless Customer Onboarding
Attract deposits instantly by enabling instant funding options
through integrations with multiple payment gateways. Pattern
based integrations with regulatory agencies, DWH, back office
and core banking systems ensures process compliance with
FATCA, eKYC etc. and eliminates the need for multi window
jumping and empowers teams and customers with quick action
buttons on a single screen. Users can get guided coach at each
stage of onboarding and can define approval flows in a single
screen.
Onboarding Costs are
reduced with eKYC and
Video KYC.
90%

VIVID Screen DesignerTM
À Create Customer Journeys
À Consume Microservices
À Screen Navigation Elements
À State Management
À Redirection & Real Time API Call
À Design Screens on the fly
À Modify Backgrounds
À Add Validation on Fields
À Define Data Sources and Actions
À Change Ready
À Responsive Screens
VIVID Jouney BuilderTM
KEY
COMPONENTS
Customers reported
willingness to start buying/
application journeys
through digital channels.
95%

À Build Decision Models with Visual Designer
À Express using Flows & Decision Tables
À Use hierarchical structure for complex rules
À Fast implementation and modification
DAVID Decision EngineTM
À Reusable real-time and batch integrations
À Ready to use integration patterns support
web services, message queues, batch files
and legacy integrations
À Pre-built adapters for common third-party systems
À Visual drag and drop designers
À Configuration not code. Agile and interactive
À Easy to maintain and test
À Automated upgrades
AUTONOMA Integration EngineTM
KEY
COMPONENTS
Net Promoter Score increased
with instant fullfillment and
seamless onboarding.
65%

À Video Recording with Screenshot Capability
À XML Generation
À Identity Proof Capture and Verification
À Geo Tagging
À In Built Facematch with Cutting Edge AI and ML
À OCR Capable
À Dashboard with Concurrent Audit & Maker-checker
À Gesture Based Liveness Check
À Masking APIs
Video KYC Adapter
KEY COMPONENTS
*CUSOTOMERNEXT leverages BUSINESSNEXT platform and 3rd party video recording capabilities to deliver AI based authentication and fraud prevention.
Contact: sales@crmnext.com
 www.crmnext.com | B highimpactcrm.com | L @crmnext