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CoSign Digital Signature Solution

Intelligent Digital Onboarding

World-class digital Onboarding that is verified and free of errors.

We do not only digitise your onboarding process, we inject absolute intelligence into the process. Agreements and applications for credit often require vasts amounts of information to be captured, which takes time, effort and are often sensitive to errors. pbVerify Intelli-forms eradicates errors and increase process efficiencies by automatically populating forms from limited information entered.

Let's for instance say that you are on-boarding a new client and require that client to enter all his/her personal and business information. With pbVerify Intelli-forms, the customer will only enter their ID number and business registration number and our form will do the rest.

The person's identity information will be verified against Home affairs and the form will be automatically populated. The business registration number will be verified against CIPC and all company, Directors and auditors information will be automatically populated - in real-time, verified and free of errors.

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Digital onboarding with Intelli-forms

  • Fully customisable to your requirements.
  • Database entries determine form types.
  • Specific Terms and Conditions will load according to form options.

Verified Personal Information

  • The client only enters his/her ID number and the form does the rest.
  • Identity information is verified, populated in the form with an ID photo
  • Last known address and telephone numbers are obtained and populated (user controls are set to update information).
Digital onboarding - Personal information

Verified Business Information

  • The client only enters the business registration number and the form does the rest.
  • Business information is verified with CIPC and auto-populated in the form.
  • Auditors information is verified with CIPC and auto-populated in the form.
  • Principle (Director) information is verified with CIPC and auto-populated in the form.
Digital onboarding - Business information dIGITAL ONBOARDING - COMPANY INFORMATION

Verified Banking Information

  • The client's identity is matched to the account number.
  • The client enters his/her banking details.
  • Banking details are verified with the client's bank.
Digital onboarding - Bank verification

Data submission

  • Terms and Conditions are matched to form type.
  • Data is written to database in (ERP, CRM or ECM) or converted to PDF.
  • Using Signflow, the client can sign the agreement online.

Related Articles

The future of digital onboarding is here
Digital signatures with one click

An integration between two of pbDigital’s software platforms makes it possible for financial institutions to digitally onboard customers in record time.

A recent integration between SignFlow and pbVerify has created a platform for digitally onboarding customers that is about to change the way credit is granted –in terms of risk management, compliance and convenience. Although pbVerify has offered digital onboarding – an advanced customer activation product designed for financial institutions – for some time, never has this tool been as powerful as it is now, with the incorporation of SignFlow digital signatures.

Digital onboarding was introduced specifically to
A) improve the customer experience by making it easier for them to activate and use financial services products, and
B) give financial institutions a more secure and scalable means of growing their business.

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pbVerify Blog

A ground breaking digital signature technology that enables your customers to sign electronically.

A digital signature solution that enables your customers to sign your online documents and forms electronically without them already having a digital signature or any hardware signing device..

What's all the excitement about?

Up until now, signing electronically with a digital signature was predominantly only available to licensed subscribers of digital signature applications and not to external customers whom are required to sign digital forms and documents, once-off. This is largely due to the cost associated with digital signatures and "on the fly" digital signatures not being available to a person that is not identified and linked to an established digital signature account.

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Open Full Article
Published By:
pbVerify Blog

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