Go beyond traditional onboarding with the Eximee low-code platform

Take advantage of modern customer identification and authentication technologies to create compelling digital onboarding journeys and increase conversions.

You can only make
a first impression once

Onboarding is an extremely important process as it is the first step in forming a customer’s opinion about a bank. Prospects expect a safe and fast onboarding in a preferred channel and the possibility to use a newly opened account in no time. Ensure a brilliant first impression by developing a frictionless end-to-end onboarding process with the Eximee low-code platform.

Enable multichannel capabilities

While banks should aim to create a consistent customer experience across all channels, they often develop onboarding processes that are different from the perspective of, for example, a mobile or desktop application user.

  • The Eximee low-code platform streamlines the development of a cross-channel onboarding process that allows customers to initiate and complete the account opening procedure using the most convenient channel and provides great UX and unified CX.
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Deliver a bank-signed contract
in a flash

In the case of non-digitized processes, signing and delivering a contract can take a long time, which means a customer can’t use the bank’s services on the spot.

  • The Eximee low-code platform enables leveraging document encryption and WORM technologies that ensure the fast, paperless, and secure delivery of attachments via internal or external mail. This way, you significantly speed up the procedure and reduce time to revenue.

Let customers use services immediately

Accelerating onboarding and decision-making processes at a bank requires integrations and automation, which often comes down to connecting the system with third-party vendor services such as identity verification, signature authentication, or credit scoring.

  • Eximee low-code platform can be seamlessly connected to third-party APIs which enables the development of a fully automated onboarding process. However, if necessary, a customer can always be assisted by a bank employee.
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Provide a great customer experience

The UX, usability, and accessibility of the onboarding process can determine whether a person remains your bank’s customer in the long term. It is also crucial to ensure the visual consistency of the application with the bank’s branding.

  • The Eximee low-code platform provides a library of reusable UX/UI components, the capability to customize the graphic design and perform A/B tests to check the impact of changes made to the screens or user flows.
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Benefits of onboarding with the Eximee
low-code platform

Higher conversion and reduced abandonment rates

Shorter time to revenue

Greater cross-selling and up-selling opportunities

Lower customer acquisition costs

Improved customer onboarding experience

Regulatory compliance

We appreciate that with the Eximee platform, we can develop modern sales scenarios in the digital world. An additional advantage of the Eximee platform is that it is a fully omnichannel application. Both our customers and employees work on the same application. It facilitates interactions between our employees and customers. I highly recommend it.
Marcin Łaziński
Manager of Omnichannel Experience Optimization Department, mBank

FAQ

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How does Eximee redefine digital onboarding for banks?

Eximee enables banks to offer a fully remote and automated account opening process. It orchestrates the entire journey – from the first customer interaction and identity verification to the final contract signing – ensuring a frictionless and secure start for new retail and corporate customers.
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What identity verification methods are supported by the Eximee onboarding module?

The platform supports a wide range of modern identity verification methods, including mObywatel (Polish digital ID), video-verification, and various eID (electronic identification) standards. These integrations allow for secure, real-time verification without requiring the customer to visit a physical branch.
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Can Eximee manage complex onboarding processes for corporate clients?

Yes, Eximee is specifically designed to handle the high complexity of corporate onboarding. The platform automates the collection of multi-party documentation, verifies power of attorney, and manages multi-level approval workflows, significantly reducing the time required to open business accounts.
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How does the onboarding process ensure compliance with AML and KYC regulations?

Eximee ensures full compliance by automating KYC (Know Your Customer) and AML (Anti-Money Laundering) checks through direct integrations with national and international registries. The platform maintains a complete audit trail of every verification step, ensuring that the bank meets all regulatory requirements in a secure, digital-first environment.
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What are the primary business benefits of implementing Eximee’s digital onboarding?

Key business benefits include a significant reduction in customer abandonment rates during the application process and a faster time-to-revenue. By providing a smooth, cross-device experience (omnichannel), banks can acquire customers more efficiently while lowering the operational costs associated with manual data entry and verification.

Step 1

Discovery meeting
We discuss the current state of your processes, digitization and automation capabilities, and possible solutions.

Step 2

Analysis
Together we choose the process to digitize and develop a plan.

Step 3

MVP & Evaluation
We develop and implement the application, evaluate the results, and decide which processes to digitize next.

Take the first step!

We are happy to share our experience in digitizing banking processes.
Let's meet to discuss how we can help you grow your business with the solutions used by leading banks.
Book a meeting