Many organizations rely on outdated and complex on-boarding processes that are manual, error prone, time consuming and cannot cope up with ever changing requirements imposed by regulatory authorities. Incessant’s Onboarding (iCOB) application is quick, easy to use, and scalable.  The iCOB framework utilizes the power of the Appian platform to deliver a highly configurable workflow and set of business rules, to enable business users to automate the customer on-boarding journey. A new strategy or service offering, a new fund or share class can be configured and made available to customers in less than a day.  iCOB also provides capabilities to assist organizations track and generate tasks that help on-board new customers in a correct, consistent and complete manner.

Key Features:

  • Configuration of
    • Products and services across multiple lines of business
    • Characteristics that defines a customer
    • Mandatory and non-mandatory requirements
    • Approval and workflow processes
    • Deadlines for approvals
  • Automatically determine important customer characteristics during the registration process
  • Generate personalized requirements that have to be fulfilled and tracks them to closure
  • Upload of supporting documents required for on-boarding
  • Ability to configure the automatic creation of tasks for documents that require periodic validations
  • Addition of non-standard or one-off requirements that specific to a customer and tracks them to closure
  • Integration with multiple interfaces such as AML and KYC to facilitate and validate various checks

Screenshots


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