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TotalAgility , Tungsten SignDoc , RPA , Mobile
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Client Onboarding, Part 1: Application & ID Verification

  • 29-06-2023
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  • TotalAgility , Tungsten SignDoc , RPA , Mobile
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  • Healthcare , Financial Services , Legal , Banking & Insurance , Government , Other
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  • Berry Vanleeuwen , Ashley Grant
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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/1690947729-39caa72dfd1becc93f531c45d83e3439f45e7f037be79898704f7bd39fd71a53-d_295x166?region=us

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