Dynamic Onboarding & Applications

Customized dynamic applications, questionnaires, and intelligent workflows accelerate customer acquisition, approvals, and onboarding for business banking, lending, payroll, and cannabis banking.

Dynamic Onboarding Module

StandardC offers a Dynamic Onboarding module to accelerate business account onboarding, due diligence and approvals within the StandardC Unified Customer Management platform.

Your prospects and clients complete a Dynamic Application to create a data object that collects, validates, and aggregates entity and beneficial ownership data into a digital business identity called the StandardC Credential™. This integrates client evaluation, approval, and monitoring in one solution.

  • Application & Approval Dashboard

  • Customizable New Account Applications

  • Dynamic Questionnaires

  • Document Checklists

  • Ticketing & Communications Channel

  • Tracking & Reporting

Application Management

StandardC’s Dynamic Onboarding module allows you to create customized applications, dynamic questionnaires, and intelligent workflows to accelerate customer acquisition and approval while providing an effortless experience.

The Dynamic Onboarding module transforms static business applications into dynamic tools to securely collect, aggregate, and analyze data within a digital data object (the StandardC Credential™). Each business’s Credential™ is unique and dynamically refreshed by StandardC’s API integrations with public and private data sources.

Dynamic Onboarding Module Benefits:

  • Integrated Prospect and Customer Management

  • Customizable, White-Labelled Applications & Questionnaires

  • Dynamic Fields & Conditional Workflows Based on Business Information and User Inputs

  • Intelligent Document Checklists & Ticketing

  • Embedded Communications Channel

  • API Integrations & Form-Mapping

  • Conditional Workflows & Approvals

  • Tracking & Reporting

Intelligent Document Checklists

The most challenging part in onboarding is obtaining all required documents and files from your prospective clients. This is complicated by the fact that every business and individual is unique, and the documents required change based on how an applicant completes their questionnaire.

StandardC has automated this process with our Dynamic Onboarding Module. Based on how an application is completed, required and optional documents are added to an interactive and dynamic checklist dashboard.

The benefits of this intelligent document dashboard include:

  • Required and optional document tags

  • Embedded comments are attached to each file upload

  • Required comments for non-applicable documents as a letter of explanation

  • Multiple file upload (including drag and drop functionality)

  • Automatic aggregation of documents within each application

  • Automated record retention of all documents and comments within an immutable audit trail.

Integrated Decisioning & Audit Logging

  • Review of submitted applications

  • Return of incomplete applications to applicants with secure/customized messaging

  • Integrated electronic signature of applications, agreements and disclosures

  • Decisioning of completed applications to document approvals, declinations & counter-offers

  • Documentation of account acceptance and account opening

  • Automated audit logging of all decisioning within each business’s audit trail located in the StandardC immutable audit trail.

StandardC takes static applications and uploads and integrates them into a singular dashboard for you to manage, document and decision your new applications.

This includes the following:

StandardC UCM Modules

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