Treasury Management Onboarding

Industries Banking Treasury Management

Onboard Clients Faster with Automation

Drive greater efficiency throughout your onboarding process to increase customer experiences with automation technologies.

Business process Management professional Services

Digitizing the Onboarding Process

Your onboarding process is one of the first interactions your clients have with you – make it a pleasant one. Treasury onboarding is a complex process and when plagued with manual paper processes, long turnaround times and a lack of transparency,  your clients are quick to abandon the process. Automate and streamline your onboarding process with the latest in automation technology.

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Document Capture

Easily capture and extract client information with optical character recognition, AI and natural language processing. 

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Robotic Process Automation

Free employees to focus on higher-value work by automating repetitive tasks.

Case Management

Obtain complete visibility of your clients with
a 360º view while ensuring the right people have the right information at the right time.

Workflow

Streamline onboarding with automated tasks, proper decision making, and document routing. 

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Decision Management

Remove risks and bottlenecks by automating key decisions such as accept or deny.

e-Signature

Eliminate the hassle of obtaining signatures and start collecting fees sooner by digitizing the process.

Expedite Results with Pyramid Solutions

  • Reduce the time it takes to onboard a client, increasing overall customer experiences
  • Increase revenue by charging fees sooner
  • Obtain complete process transparency 
  • Increase data validation 
  • Reduce errors from manual paper practices and data capture
  • Reduce paper footprint and storage costs
  • Free up your salesforce to generate more sales
  • Easily identify upsell opportunities

 

Start Onboarding Clients Faster