Gives the client an easy to follow process while the internal teams have all the MNGT & compliance dashboards & tools to track, check and validate the whole process. SlidePiper is an enterprise SaaS platform that enables building web-based portals for customer on-boarding. We make the on-boarding process easier to understand and follow through by the customer and by the company representative. Thr
ough our technology the process can be broken down into bite-sized steps, each with the exact instructions and tools needed for completion. This is achieved seamlessly by importing existing enterprise content and digital tools through an easy wizard based configuration dashboard. Example use cases:
• General on-boarding
• KYC and AML processes
• Customer Transition Processes
• Mortgages application
• First meeting readiness
