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Back base presentsCustomer Onboarding and Origination in BankingBackbase presentsCustomer Onboarding and Origination in BankingContents00 Customer Onboarding and03Origination in Banking01 How it looks
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01
Collect all necessary customer information such as name, contact details, address, date of birth, etc.
02
Verify the customer's identity by requesting a valid government-issued ID document and performing necessary identity verification checks.
03
Gather additional required documents or information based on the nature of the onboarding or origination process (e.g., financial documents for account opening).
04
Input the collected information into the customer onboarding or origination system or software.
05
Review the filled-out form for any errors or missing information.
06
Once the information is complete and accurate, submit the customer onboarding or origination form for further processing or approval.
07
Follow up with the customer to provide any additional required information or clarify any discrepancies, if necessary.
08
Keep track of the customer onboarding or origination progress and provide timely updates to the customer, if applicable.
09
Upon successful completion of the onboarding or origination process, notify the customer and provide any necessary next steps or further instructions.

Who needs customer onboarding and origination?

01
Customer onboarding and origination is required by various businesses and institutions that aim to establish a relationship with new customers or clients.
02
Examples of entities that need customer onboarding and origination include banks, financial institutions, insurance companies, telecommunication companies, government agencies, healthcare providers, and e-commerce platforms.
03
Essentially, any organization that requires customer information, verification, and documentation for the purpose of providing their products or services would benefit from customer onboarding and origination.
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Customer onboarding is the process of integrating a new customer into a business and origination is the process of creating a new account or relationship with a financial institution.
Financial institutions such as banks, credit unions, and other entities that establish relationships with customers are required to file customer onboarding and origination.
Customer onboarding and origination forms can be filled out either online or in person, and typically require information such as personal details, contact information, identification documents, and financial history.
The purpose of customer onboarding and origination is to verify the identity of customers, assess their risk level, and ensure compliance with regulations such as anti-money laundering laws.
Information such as the customer's name, address, date of birth, identification number, and source of funds must be reported on customer onboarding and origination forms.
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