Sharing videos for Workflow Automation, Invoice Automation and Document Automation & Security
TotalAgility , Tungsten SignDoc , RPA , Mobile

Client Onboarding, Part 2: Workflow & Task Management

  • 04-07-2023
  • TotalAgility , Tungsten SignDoc , RPA , Mobile
  • Financial Services , Banking & Insurance , Government
  • Berry Vanleeuwen
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This demonstration shows the TotalAgility platform being used for a Client Onboarding or New Account Opening scenario for the fictitious BankRight organisation.
 
Part 1 covers the application and ID verification process. 
Part 2 covers the workflow & task management agent experience. 
Part 3 covers the agreement eSigning & archiving processes.

The full demonstration uses TotalAgility, Mobile Capture, Mobile ID Verification, RPA & SignDoc, as well as integrations to SharePoint, Resistant.ai and web services. 

https://i.vimeocdn.com/video/1693225057-7f4adc640dd1a969fcc826fe17bc3ca5cab622c21d24295baaafc70bbae133fc-d_295x166?region=us