Instant Digital Account Opening Platform

2 million+ instant

digital accounts

Significantly reduce journey abandon rates.

Dynamic digital journeys

Create adaptive, integrated, and frictionless journeys with real time customer intelligence and dynamic personalized offers across savings, checking, current account, CD, MMA, IRA, HSA and more.
Faster customer onboarding

Attract deposits instantly by enabling instant funding options through integrations with multiple payment gateways. Set automated sequential onboarding steps with advanced playbooks.
Maximize conversions

With Regain Win Back Modeler^TM, deploy smart win back processes with dynamic, personalized offers to reduce drop offs.
Deliver paperless experience

Capture specific documents related to the custom products and digitally capture data from machine generated documents like National Id, Driver’s Licence, Social Security Card etc. with the help of OCR and auto populate fields in workflows.

BUSINESSNEXT recognized as a Leader

Forrester Wave™ Financial Services CRM, 2023

Forrester's comprehensive evaluation of financial services CRM providers against 39 criteria includes BUSINESSNEXT as a leader, securing highest scores for the top five evaluation criteria below

Prospecting and Outreach
Lead Generation and Prioritization
Customer Insight and 360 View
Account Opening
Customer Self-Service and Engagement Capabilities

Read the report

AI Driven

account opening & Onboarding

Create attractive, responsive screens

Modify backgrounds and add validations on fields with a drag and drop designer.
Design screens for change ready journeys on the fly.
Intuitively define data sources and custom actions.

Create compelling experiences

Create personalized customer journeys and consume microservices with drag and drop screen navigation elements.
Stitch together multiple elements with real time redirection and API calls.

Verify customers and be regulatory complaint in real time

Eliminate bad actors by providing integration with regulatory agencies to deliver OTP based eKYC and Video KYC providers to prevent fraud.
Be enabled with features such video call recording for identity capture and verification, Geo tagging and concurrent audit.
Be compliance ready with GDPR, AML, KYC and other Government regulations.

Grow deposits faster

Activate accounts instantly with a unique Customer Account Number and onboarding process.
Attract deposits instantly by enabling instant funding options
through integrations with multiple payment gateways and core systems.

Maximize conversions and reduce journey drop offs

Analyse customer behaviour with machine learning and whitespace analysis with algorithmic win back modeler.
Create dynamic personalized offers along the account opening journeys.
Leverage compelling journeys that magnify your unique value propositions.

Create end to end account opening and onboarding experience

90+ Ready connectors to fetch, extract and utilize data from various systems including National ID system, Tax systems, credit card, core banking, credit rating bureaus, social and more.
Codeless configuration with more than 50 out-of-the-box patterns.
Make full use of multi-app capabilities with restful web services which can share data with any external application and support 2-way bidirectional integration.