Customer acquisition and onboarding

Customer Acquisition and Onboarding Decision-Making Automation

Customers are the lifeline of any business. ProcessMIX is a powerful customer acquisition strategy designed to drive new leads through the KYC process while drawing and retaining a consumer’s interest and attention.

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ProcessMIX BRMS in Action

ProcessMIX BRMS empowers business users with automated decision-making throughout the customer acquisition and onboarding process.

Our AI-powered solution operates with zero human intervention and provides customer decision-making using a 360° customer-view approach based on the data of many providers.

Perform KYC & fraud checks and calculate customer risk levels while providing an unparalleled customer experience.

Trusted by banks and alternative lenders

ProcessMIX BRMS covers the needs of customer onboarding and acquisition for all banking products starting with loans and credit lines, for both Consumer and SME clients. Banks, alternative lenders, and microfinance institutions use our solution to ensure a continuous and high-quality customer experience.

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Smart customer onboarding decisions

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Capable of fully automated customer acquisition decisions

Effective customer screening for clients

Sanctions, Embargo, and Counter-terrorism financing screening

PEP screening

AI-powered Risk assessment framework

New and existing Customer profiling, regular re-assessment activities

Remote KYC activities based on browser and mobile devices data

Low-code rule builder

Hard and soft KYC rules, depending on Customer profile, operations, region, etc.

Integration with external and internal data sources

AI models to calculate the Customer Risk level

Required verification level identification

ProcessMIX BRMS can be used for online and batch decisioning

Scorecards of any complexity, AI and Machine Learning models

Unlimited number of scorecards and model versions

ML model support as both separate components and as Python scripts

Import any models supported by the PMML 4.* standard

Dual-scorecard and multi-scorecard matrixes and models

Integration with 3rd party data and service providers

Integration with AML/KYC services, credit bureaus, tax authorities/agencies, and other services

Smart utilization of paid data sources

Fuzzy matching for names, addresses, and other texts

External responses logging for caching and audit purposes

Powerful validation and testing, scenario analysis

Online and batch testing of changes

Champion-challenger capabilities

Scenario analysis, what-if analysis at the portfolio level

Step-by-step debugging in visual UI

Automatic test data generation

Сredit decision making

Real Case

Banking and Fintech

Assignment of risk level and customer category within KYC processes at customer onboarding

Development

x3 faster

IMPLEMENTATION TIME

x2.4 less

DEVELOPMENT COSTS REDUCE

x3 higher

FLEXIBILITY

Business

x9 less

COSTS REDUCE

1 min

CROSS-SELL OFFER CALCULATION

x1.3

INCREASE IN SALES

What our clients  are saying

Very mature solution for customer onboarding with a powerful decision engine and great integration capabilities.

Fast deployment within 3 weeks, and a lot of preconfigured rules are available out-of-the-box. ProcessMIX BRMS automates the entire acquisition and onboarding decision process front-to-back. Gave approximately 480% improvement in the productivity due to 100% automated decisions.