Financial Services

Customer Onboarding Technology

Digital onboarding for financial services delight your customers from the very first interaction

The onboarding process is the first interaction with your customers.
Set a positive tone from the very beginning for the entire relationship by moving from a long and inconvenient, paper/old-tech-based process to a friendly, fast, intuitive and delightful digital experience.

Onboard Better with PowerForms

A fully digital onboarding process simplifies your customer’s access to financial products while reducing the processing time and cost for financial institutions.

PowerForms orchestrates the whole onboarding process with a dedicated digital end-to-end solution that comes with powerful pre-built AI technologies, optimised to speed up onboarding to just minutes.

  • Onboard Customers Digitally
  • Delight Your Customers
  • Securely Identify Customers
  • Rely on Real Data

A Digital Transformation

What if data collection was easy, accurate, and intuitive?

While the expectations of customer experience have grown exponentially, the ability of organisations to change to meet the needs of customers hasn’t kept pace. This is especially true when it comes to collecting data to service internal processes.

Our Smart Forms allow you to create engaging experiences that simplify every interaction with your customers while maintaining robust internal processes with increased accuracy, customer satisfaction and retention.

  • Automate and Simplify Internal Operations
  • Improve the Customer Experience
  • Integrate Decisioning Processes
  • Gain Insights Through Digital Data Enablement

The Roi & Operational Benefits Speak For Themselves

We help our clients to transform into digital first ways of working when engaging with customers as part of their onboarding processes.

Our solutions help to simplify by unlocking value for financial enterprises in many areas such as reducing total cost to serve, as well as being able to radically reduce internal administration and printing and postal costs too.


Increase in new applications
for a banking client


Reduction in
application errors


Workflows supported


Saved annually for an
insurance organisation


Less legal administration


Faster to close an
insurance claim

Some of our client partners

Get in touch and see how Purple can
brighten your business prospects.

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