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NoCode Onboarding
Whether you’re a big or small organization, you need to onboard a range of client types. Some may need simple workflows with automated credit checks. Others may require complex human-involved workflows with AML verification and legal approvals. Still others may demand custom procedures that show their value to you as a client.
Whatever the case, every organization has its own approach and your technology should be ready to operationalize that approach. EGAR NoCode lets you build complex, rule-based onboarding workflows ready to integrate with your entire stack for a seamless client journey.
Whatever the case, every organization has its own approach and your technology should be ready to operationalize that approach. EGAR NoCode lets you build complex, rule-based onboarding workflows ready to integrate with your entire stack for a seamless client journey.
Why NoCode?
Track clients at different stages to ensure completion.
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Rapidly change onboarding processes within days instead of months.
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Collect any and all data from clients and other systems.
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Manage and prevent client errors.
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Unlimited workflow complexity with transparency into nested processes.
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Listen for approvals from external systems and regulatory databases.
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Generate custom documents depending on client inputs.
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Modules You'll Need
Data Templates
Define the data you want to collect from onboarded clients or assets
Workflow Orchestrator
Orchestrate the data collection, verification, and processing steps
Document Generator
Generate confirmations, legal agreements, and regulatory documents
Reports Generator
Build intelligent reports to gather insights and improve your application
Rules Engine
Set different rules for onboarding clients and assets based on attributes
Tasks Dashboard
Manage internal user tasks and make execution seamless
Connect
Connect to any data source to automatically import and export data
Monitoring
Maintain IT control of user actions, system loads, and app availability
Integrations You'll Want
Business Intelligence Tools
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Accounts Management System
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Order Management System
3
Client Relationship Management System
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Resources
Learn more about ENC's architecture (technical)
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