X-Sight Onboard is a dynamic, data driven CLM solution that reduces long and costly processes. Financial institutions can realize faster time to revenue while delivering exceptional customer experiences and complying with confidence.
The Onboard advanced rules engine removes complexity and ensures compliance with global regulations including KYC/B, Tax, OTC and suitability rules. Apply local regulatory requirements where necessary, collecting only additional information as needed.
Accelerate Onboarding
Increase Operational
Efficiency
Data orchestration and automated decision logic removes manual, time-consuming tasks, significantly increasing onboarding team productivity.
Realize Revenue,
Faster
Straight-through processing and smart data management minimizes the need for client outreach, to achieve lower abandonment rates while realizing revenue fast and more efficiently.
Ensure
Compliance
Appropriate controls for financial institutions with complex products across multiple jurisdictions are applied at onboarding and maintained throughout the client lifecycle to comply with global regulations.