Personalization
The best digital onboarding platform that scales in the most flexible way to deploy highly customizable digital onboarding.
Digital Onboarding Solutions for Web & Mobile
Lower onboarding friction and improve customer conversion, all integrated with your preferred vendors, CRM, and document management.
See Onboarding Process
Trusted by great organizations
Seamless System Orchestration
Modyo helps orchestrate different automation services without putting your customers through disjointed UI changes, keeping them engaged and delighted.
Unify Experience Management
Landing pages, transactional sites, onboarding processes, backoffice dashboards, messaging, whether mobile or desktop… You can build and manage all these digital channels from the Modyo platform.
Start with Pre-built Experiences
Harness the power of our pre-built banking experiences provided through our banking framework, Modyo Dynamic, saving implementation time with experiences that have been widely validated through extensive user testing and client implementations.
Make Data-Driven Decisions
Get actionable insights for continuous improvement. Enable your capacity to make data-driven decisions by capturing and giving visibility to the right metrics, with multiple built-in integration capabilities, such as with Google Analytics.
Automate KYC, Signature, and More
Build automated pipelines that scale, and deploy frontend architecture that integrates legacy systems and cutting-edge technologies into a seamlessly orchestrated and productive onboarding experience.
Governance & Security
The Modyo platform is ISO27001 certified to ensure high levels of availability and confidentiality, allowing you to deliver amazing customer onboarding experiences with confidence.
Benefits
Build the Best Digital Onboarding Process
Gather customer data
Make capturing data from your customers simple. Define steps and have the right amount of data shown to your customers. Let them know where they are in the process.
Verify their identities
Digital onboarding is a work of service orchestration based on what you have today, and what you need to create a low-friction, engaging experience for your customers. Verify their identities with integrations with providers like Jumio, Au10tix, or Trulioo.
Get the signature
Maintain consistent branding and messaging across all touchpoints (sites, mobile web apps, etc.) by managing content from a centralized location, eliminating the need to update content in multiple places.
Connect with products and services
With Modyo's seamless approach to experience management, the platform can help you guide your new customers to engaging with key digital product actions and get them transacting fast.
What does Modyo provide out of the box?
Conversion
Multichannel digital onboarding empowers your customers and relationship managers to retain interest and build connections.
Connection
The ability for customers to come and go without losing their data, providing them with a better overall experience with your brand.
Capture
CRM Integration to Salesforce or other CRM's with our unique digital onboarding data capture flows.
Insights
A data-rich customer account where Modyo provides insights to your relationship managers in real time, helping them convert prospects to customers.
Measurement
Dashboards and metrics that shows customer lifecycles from initial digital interactions to more mature customer experiences.
Customer success stories
Trust happens when you deliver
BCI takes steps into the future with Modyo
Bci Miami transformed their customer onboarding process and dramatically improved the user experience with a solution for personal and corporate accounts.
Download Case Study
Drill down into Modyo
Digital Onboarding White Paper
