Onboarding for finance companies

Reduce you

minutes of your credit registration and/or approval process.

Accelerate new customer registration

Certifies customer information

Configure risk rates

Protect your customers' data

Provides a reliable financial product

onboarding en computadora

Se genera con un par de
clicks desde su propia
plataforma

Naos, plataforma de
venta en línea

Cuenta con un portal administrativo, que te permite la
creación y administración de products, clientes, órdenes
de venta, cotizaciones y facturar con el módulo de punto de
venta virtual, (Online POS), integrado con nuestro sistema
de facturación electrónica. También cuenta con un widget
e-commerce, que puedes usar como catálogo de productos
y sitio web transaccional para tus clients. Una solución
pensada desde y para emprendedores y PYME.

It is generated by a couple of Clicks from your own Platform

Onboarding sign up new customers in minutes

Onboarding Finance allows you to manage new users, giving them the option to access the services and products you have to offer in an easy, digital, efficient and fast way.

 

By acquiring Onboarding Finance, we offer you an innovative technology with precise security controls, which will allow your business to offer the right financial products to your potential customers, for your business there are no limits with Onboarding Finance, your business can be of any sector or type of company, including if you are a sensitive company such as a finance company or a bank, we will adapt to your financial structure.

 

One of the most important advantages of Onboarding Finance is that you give the consumer the option of not having to go to an office or store if he/she does not want to, so he/she can become a customer remotely with security and guarantees. In addition, your business will have the opportunity to collect an accurate and extensive database through your administrative portal, where you can have control of your database and monitor in a practical and friendly way the relevant information of your customers.

 

Being part of Onboarding Finance, will allow you to be at the forefront, we will take care with you every detail is done under standards of quality and innovation, always offering what the customer is looking for your business. Onboarding adapts to your needs.

 

Onboarding Finance, provides customers with security in the information of the shared data and your business will comply with a series of necessary steps to confirm the data obtained through digital confirmations (email, phone, call) in a matter of minutes.

 

We do not neglect the details of Onboarding Finance, so we offer 3 options for your business and your customers to operate from the digital comfort wherever they are. By acquiring Onboarding finance, you will have a link in the acquisition process of the digital financial product, an Administrative Portal that will allow your business to give the appropriate followup to your clients and finally for the clients convenience you will have your own portal to review your transactions and account statements.

White Label

It is a fully customizable software, which will allow your company to rebrand itself. It is usually sold as part of a subscription, as the software developer lends the rights to use and customize aspects of the interface for a specific period of time.

Blacklists

By choosing Onboarding Finance, you can adapt Video IDentification, Advanced and Qualified Electronic Signature and Biometric Facial Authentication services, which are currently transforming the way businesses and consumers interact in the market. Currently there are eKYC solutions, powered by Artificial Intelligence and Machine Learning and you can consume them and take advantage of them.

Twilio

Twilio and Sengrid

Confirm all communications by email and phone and OTP.

Electronic ID

By choosing Onboarding Finance, you can adapt Video Identification, Advanced and Qualified Electronic Signature and Biometric Facial Authentication services, which are currently transforming the way companies and consumers interact in the market. Currently there are eKYC solutions, powered by Artificial Intelligence and Machine Learning and you can consume them and take advantage of them.

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Onboarding Finance Plans

Basic

Advanced

Monthly fee
Annual fee

$5
$51

$20
$240

Administration Portal
Monthly fee
Annual fee

1

3

Online Point of Sale (POS)
Digital payment integration
Sales orders
Quotations
Invoices

Creation and administration
Multimedia space
Wineries
Price lists

Unlimited

1

1

Unlimited

5

3

Product monitoring
Customer monitoring
Monitoring orders,
invoices and quotations

Electronic invoicing plan

Basic

Silver

Electronic invoicing plan

Basic

Standard

Frequently Asked
Questions

Fast and secure onboarding all
validations in a single process

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