Customer Onboarding Solutions

IDMERIT helps your team onboard and verify customers while you focus on acquiring them. Customer onboarding software streamlines the process of bringing new customers onboard, allowing businesses to automate tasks, verify identities, and ensure a smooth experience for the customer.


Customer Experience Drives Successful Onboarding

Customer onboarding is a critical part of the customer journey. When it is right, your customers will be more engaged and satisfied with your product or service, which takes them on a journey - from first interactions, to trial purchases, to repeat purchases. Onboarding can be broken down into four phases: discovery, activation, loyalty and re-engagement. IDMERIT's Customer onboarding software provides an excellent customer experience from day one, allowing you to boost customer retention, decrease churn, and expand your user base.

Avoid Customer Abandonment

Your online sign up process can significantly impact your business. Customers expect quick and easy interaction with your brand, but you want to ensure they feel comfortable with their experience. By following recommendations provided by experts and using the right tools, you'll be able to create a straightforward sign up process that doesn't deter potential customers from building an ongoing relationship with your brand.

Uphold Compliance with Simple Solutions

Banks and financial institutions must be extremely careful when creating new customer accounts. They must follow strict Anti-Money Laundering/Know Your Customer procedures for each new customer in order to avoid any issues or risk fines. Our client onboarding platform assists in managing & onboarding your clients with advanced features simplifying the customer experience.

Boost Business Profits

Creating a great customer experience is critical for brand trust building. Doing so effectively will help you reduce the amount of customers that leave your product or service, and in turn increase the amount of revenue you generate from them. This will allow you to reinvest that money into creating great experiences for your customers throughout their journey as customers.

How Can We Serve You?

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Feel free to talk to our identity experts about your requirements or schedule a demo with them.

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What is KYC?

What is AML?

What is KYB?

What is IDMlive? How does it work?

What types of data sources are used for identity verification portal?

Do the required data fields differ from country to country?


We ensure top-notch privacy and compliance standards for your business, so that you can focus on what matters most.