Customer onboarding is the process of introducing a customer to a new product or service. It is designed to ensure that the customer has a positive experience and is able to quickly and easily understand the product or service and how to use it. Onboarding typically involves customer education, training, and support. It can include activities such as customer onboarding calls, webinars, video tutorials, customer service, and product demonstrations.

• Financial products have their own Account Opening nuances based on regulatory requirements.
• The onboarding process includes multiple cross-functional teams involved.
• Volatile regulatory environment: changes to the process, data and underlying systems to comply.
• Ownership and in-efficient collaboration.
• Dealing with unstructured/semi-structured documents and data.
• Integrating with Legacy Back-office systems.
• Integration with the India Stack services for identity, e-Sign and Storage.

• Speed & automated onboarding: Timely engagement and costs, No manual processes.
• Easy Access: Mobile friendly is the present and the future.
• Ability to configure the process as per the product and regulatory compliances and organizations.
• Keep the process simple: An average users to complete it without any support.
• Provide self service tools to reduce operational overheads of a back-office/call center team.
• Provide strong security to safeguard user identity from internal and external teams.
• Address drop-outs by nudging users to complete the journey.
• Provide building blocks to quickly stitch together an Onboarding journey.
• Salesforce® tech bring all the cross functional teams together.
• Leverage the India Stack for Digital Identity and Signatures.
• Leverage AI/ML for scanning documents and photos to eliminate manual overheads.

Customer is a USA based organization that provides billing assistance to the healthcare industry.

The Company's services include collections, pre-collections, legal and judgment recovery, and billing assistance. Customer offers legal services in addition to its billing and collections services.

• Patients were paying their hospital bills from different platforms, such as from Payment Portal, from customer site and directly from Hospital.
• But the problem is the Payment synching, the other platform was showing older bill amounts.
• The payment plans and schedule for payment were not intuitive and clear enough.
• Issue in Partial Payment functionality.
• PCI DSS certification needed.

• Provided a solution to sync the paid bill amount across the platforms and which helps users to pay the actual bill amount.
• Provided single platform to pay the bills.
• Solution provided for PCI DSS compliance transactions to make secure payments.
• Provided functionality for Partial payment, Full Payment.
• Provided interactive Payment plans & schedules to patients to pay their bills in different schedules.
• Provided strong security for payment.
• Provided Mobile friendly website to do payment from mobile also.

Customer is one of the USA’s leading providers of data processing, printing, and mailing of information-sensitive documents. From billing and tax statements to HIPAA-regulated letters and forms, it rigorously maintains the security of personal information.

• Existing application was developed in a legacy tech stack.
• Application was hosted in-house and document management also handled internally.
• Huge amount of documents (More than 5 TB) were stored which was costing more of the infrastructure amount.
• Ownership and in-efficient collaboration
• Fetching a specific document was time consuming.
• Overall document management was one of the biggest problems for Customer.

• By consuming THOR APIs Customer develops their whole application in minimal time since all APIs are in place.
• Since THOR APIs are developed in the latest technologies which are open source tech, hence the new application development cost was marginally lower than older systems.
• They revamped the application by using numerous THOR Services.
• THOR Services were successfully consumed from the .Net based application.
• Document service was used extensively.
• 5TB documents was migrated as part of this effort within 2 to 3 weeks timespan with multiple threads ran parallelly.
• Newly developed applications and services are hosted on AWS which reduced cost.

India’s leading Professional education platform for MF industry. Founded by a group of professionals who have more than 100-man years of industry experience and a knack for understanding industry’s skilling requirements. Driven by the purpose of creating over 100,000 skilled Banking, Financial Services, Insurance (BFSI) & Real Estate professionals and new to industry financial entrepreneurs over the next 5 years. They bring to the table, an inside-out practioners’ perspective, proven execution capability & relentless zeal to support all COGS of better employability & employment ecosystem – Job seekers, Corporates and Educational institutions. Customer Team is working very closely with experts of BFSI industry and educational institutions to bridge the huge gap between Academia and Corporates.

• The Mutual Fund Investor base is growing in India. However, there are not as many Mutual Fund Advisors who can capture the growing investors.
• There is a need to generate more and more licensed Mutual Fund Distributors to support the growing investor base.
• Multiple courses and levels in learning path, configurable learning path with optional, mandatory levels, cost/no cost for some products.
• Custom workflows and journey stages as per process (ARN/EUIN/CPE).
• Since it’s an e-learning platform, performance is expected as on the higher side.

• Web Application: Distributor / Ops / AMC / Super Admin | Hosting on AWS | Micro services | CICD Implementation.
• Enrollment and registration of potential distributors.
• Capturing registered users’ profile.
• Learning Path configuration based on chosen journey – ARN/EUIN/CPE.
• Built-in Pre Assessment engine to gauge the potential distributors factual and behavioral attributes, scoring mechanism.
• Integration with third party LMS for preparatory training for NISM Certification.
• Payment gateway integration.
• Workflow orchestration for multiple processes.
• Built-in features to cater operational requirements for assisting the potential distributors in scheduling the NISM Certification, KYD process, applying for ARN, EUIN, Dashboards, Reports, Learning progress review, Distributor Journey Views, Audit Trail, Product configuration, Assessment engine configuration, user management.