Digital Onboarding

Fast, secure, and intelligent digital onboarding

Transform the experience of registering new (or existing) users with our Digital Onboarding platform, capable of integrating Artificial Intelligence to personalize the process, accelerate engagement, and increase your sales or service quality.

 

Our platform reduces the learning curve and retains users effectively.

 

Come to the future of Onboarding and watch your business grow.

 

APPLICATION DEVELOPMENT

Digital Onboarding

DIFFERENTIALS

Increase conversion rates and prevent fraud

The onboarding process is fundamental to transforming users into customers.

 

With this in mind, Lumini developed an intelligent solution whose main objective is to improve the user experience during the registration process and to use Data Analysis & AI to bring valuable information and increase your business results.

 

Identify user profiles to increase approval rates and reduce potential fraud.

FEATURES

Digital Onboarding - Technologies Used

OCR

We use Optical Character Recognition technology to accurately extract data from documents and simplify the registration process.

Data Science & Artificial Intelligence

We can add this information to the ability to create models, such as lead conversion, cognitive distribution, and/or churn prediction models.

Face Recognition

We simplify the entire onboarding process, ensuring fast and secure authentication.

How does our onboarding work?

Registration

Smart document scanning

Face Match

Data Integrity

Data Veracity

Integration with External Bureaus

Computer Vision

LGPD

Stages of the Process

Registration

  • Customer information;
  • Commercial terms information;
  • Proposal Closure and Versioning.

Business Rules

  • Proposal Results Calculator;
  • Proposal versioning;
  • Proposal approval workflow;
  • Authorization control.

Integrations and Customizations

  • AI Integration
  • Integration with Bureaus;
  • CRM Integration
  • Backoffice Integration.

Dashboards and Reports

  • Reports by client;
  • Operation Indicators;
  • Competitiveness analysis.

Understanding Digital Onboarding

Pre-registration
  • Data collection agreement;
  • Data transmission;
  • Lead creation.
Registration Form

Field Filling

  • Personal Data
  • Supplementary Data
  • Auxiliary data

Document upload

  • Driver's license, Proof of residence
  • Data Capture with SMART FILL
  • Validation of fields filled by Bureaus and OCRs
Document Submission

Document Upload

  • Driver's license, Proof of residence
  • Bureau: Enrichment & OCR
  • Proof of Life, Identity Verification, Background Check.

Status

  • Tracking of data, document, and credit approval.
Backoffice

Backoffice

  • Registry Management
  • Account approval
  • Manual document approval
  • Automatic document approval with OCR
  • Data capture with Smartfill
  • Registration form report

Admin

  • User Management by Group
  • Registration Change History
  • Integration with AD “Office365”

Why hire?

Onboarding Process Automation;
Productivity gains following approval;
Easier for the user during the onboarding process.;
Best User Experience;
Fraud Prevention.

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