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Customer Onboarding Process Flowchart

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Kasturi Raj
Published on 2024-11-05
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This template illustrates the customer onboarding process flow for account opening using video KYC (Know Your Customer). It demonstrates the steps involved from account initiation through VConnect (Video KYC), API interaction, customer screening, risk profiling, and integration with core banking systems (CBS). This visual process helps simplify and understand the onboarding stages for new customers using multiple channels, ensuring compliance and efficient risk management.
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Banking Flowchart
Customer Onboarding
KYC Process
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