ONBOARD - customized tools for easy onboarding
Practical tools for smooth onboarding.
Supplement the onboarding process with individual modules. With ONBOARD, you can seamlessly supplement your individual process steps and at the same time benefit from the advantages of the standard IDENT and SIGN solutions.
Supplement your processes with ONBOARD and stay flexible.
Complete the onboarding journey simply and easily with ONBOARD. Just as you wish.
Simple data capture. Collect information seamlessly with our form engine.
Optimal documentation. Personalize and specify PDF templates.
Comprehensive checks.
For onboarding without risks.
Not only banks trust us.
Companies from various industries rely on fidentity’s identification and signing solutions.
User-friendly forms. For efficient data capture.
ONBOARD gives you access to our comprehensive forms engine to simplify the capture and processing of data in identity and signing processes.
In many identity and signing scenarios, users need to provide key information like addresses, sources of funds, or wallet details. With ONBOARD, you access a versatile form engine that supports a wide range of inputs—from simple text fields and multiple-choice options to dropdown menus. Scanning paper documents, such as utility bills, is also included. Users can complete all steps in one seamless session, while you receive all the required information neatly packaged in one place.
Custom PDFs. For easy documentation.
Whether data from your backend, the identification process or from form inputs: With ONBOARD you can easily personalise individual PDF templates with user data or define placeholders for content fields.
The customisation of PDF templates is often a complex process. ONBOARD allows you to provide templates and complete them with the data collected during the process. For example, you can capture the name with IDENT, insert the name into a contract document, and then have the entire document signed.
Diligent. For secure onboarding.
PEP, sanctions lists or links to organized crime: With ONBOARD, we carry out due diligence checks for you in the background.
Thorough due diligence on new clients usually includes a background check to ensure you are not dealing with sanctioned individuals. ONBOARD gives you access to industry-standard databases of people who could pose a risk to your business. Categories such as PEP, sanctions lists or links to organized crime are checked. In addition, ONBOARD allows you to perform residence checks based on third-party databases.
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