With Diasoft Onboarding, Banks Onboard New Customers for Brokerage Services Within Less Than a Minute

May 15, 2020

Quick origination of applications for brokerage services has become possible due to automation of the whole customer onboarding process, starting from generation of a service contract, account origination and selection of an appropriate rate plan to registration of the customer at the stock exchange and trading systems.

Implementation of the solution normally takes no more than two weeks, since it only requires configuration of a single simple service application. To facilitate integration of the solution with a bank’s IT infrastructure, Diasoft has developed a universal API method. The bank needs to pass only three parameters to this method (the date, customer data and the contract number),  after which the customer can access the brokerage services. Other parameters will be generated by the solution automatically.

Based on individual bank requirements, Diasoft ensures integration of the solution for individual and corporate customers with a mobile application. Quick customer servicing via the traditional and digital channels ensure higher quality of brokerage services, making them more attractive for the customer.