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E�ective Client Engagement

InfrasoftTech’s Digital Onboarding & Lifecycle Management Solution, eCo, enables FIs to reimagine their client engagement strategy with a quick digital onboarding platform and an intelligent client lifecycle management solution for faster customer acquisition, streamlined regulatory compliance and enhanced client experience.

A Strategic Approach to Client Engagement

Digital Onboarding & Lifecycle Management Solution

Client Engagement

Custom

w

orkflows Client Reviews Digital Documentation

Data Lin

eage

Intuitive Dashboards Continuous Onboarding External data sources

Data In

tegrit

y

Multi-Jurisdictional

Custom Workflow

Intuitive Dashboard

Client Journey

Open Architecture

Onboarding

Omnichannel Platform

KYC-AML Checks

Client Reviews

ContinuousOnboarding

Integrated Product Journey

Digital Documentation

External Data Sources

Lifecycle Management

Smart RegTech Engine

Secured Data Exchange

Data Lineage

Data Integrity

O�boarding

Distributed Ledger

Business Value Delivered

Seamless Onboarding/O�boarding

Shrink Cost-To-Serve

Minimize Administrative Burden

Reduced Customer Abandonment

Faster Customer Acquisition

Robust Regulatory Compliance Client engagement across the journey

Powered by

Customer jo

urney

Digital E

xperience Centre

Processing & Analytics

Trust

Funds

Mortgage

Corp journey

3rd party companies

eg. Insurance

Individual/

Prospect

Internal

onboarding

Compliance

Digital O

nboarding TeamMarke

ting Te

am

Agent/

Intermediary

CRM

Systems

Core

The Future of Digital Onboarding

LESS FRICTION I MORE CONTROL I FASTER ACCESS

About InfrasoftTech

InfrasoftTech is a Fintech digital solutions provider serving 500+ financial institutions across 50+ countries. With over 20 years of experience, the company o�ers a range of Banking Products, Framework based Solutions and Specialized Services to a wide variety of financial enterprises such as Retail & Commercial Banking, Investment Banking, SME & Asset Financing, Asset Management, Wealth Management, Brokerage, Capital Markets, and Payment Services.

450+Customers

Globally

300+Core Banking Installations

200+Anti Money

Laundering Sites

200+Hosted Services

Customers

100+Customers Empowered by

InfrasoftTech Digital Journey

40Countries Served

Globally

30+Partner Network

Countries

4,000Person Years Experience in

Financial Solutions Development

Global O�ces & Partner Network

Mumbai | Pune | Chennai | London | Jersey | Guernsey | Dubai | New York | Edmonton | Toronto | SingaporeSri Lanka | Nepal | Bangladesh | Malaysia | Indonesia | Philippines | Mexico | Bahrain | Oman | Saudi Arabia

Nigeria | Ethiopia | Ghana | Kenya | Tanzania | Rwanda

/InfrasoftTechnologies /infrasofttech /company/infrasoft-technologieswww.infrasofttech.com

Infrasoft Technologies Limited

Quick Onboarding – Digital onboarding process reduces onboarding time from days to minutes with faster access to products and services.

Digital KYC & ID – Online identity authentication and digital document submission eliminates functional silos for accelerated onboarding process.

Modular Design – Built with our best-in-class omnichannel platform KIYA.ai, the modular design enables faster response to regulatory changes.

Future-proof Compliance – Automated credit, legal and compliance checks ensure compliance to existing regulations along with future-proof environment to comply with evolving regulations.

Holistic Client View – Consolidation of client’s digital footprint across various jurisdictions, products and businesses enables faster risk assessment for new

Seamless Integration – Connected Internal & External data sources enables active monitoring, maintenance and management of client and counterparty data.

Rapid Product Origination – Flexible configuration with various product journeys based on client’s risk rating drives new revenue streams.

Transparent O�boarding Process – Leveraging digital ledger capabilities ensures highest security standards for data privacy whilst facilitating smooth o�boarding process.

Smart Regtech Engine – Pre-configured workflows drive periodic and event-based AML, KYC and CDD checks to ensure enhanced due diligence with accurate customer risk profiling.

Strategic Client Engagement – Intelligent client lifecycle management solution helps in developing relevant marketing strategies to engage clients e�ectively.

Client Engagement