Customize your first impression
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.
Unlimited workflow complexity with transparency into nested processes
Generate custom documents depending on client inputs
Rapidly change onboarding processes within days instead of months
Manage and prevent client errors
Listen for approvals from external systems and regulatory databases
Track clients at different stages to ensure completion
Collect any and all data from clients and other systems
Modules You’ll Need
Integrations You’ll Want
Client Relationship Management
Accounts Management System
Order Management System