Digital Onboarding for Web & Mobile

Improve the first minutes of your customer's experience with self-serve, intelligent digital onboarding solutions integrated with your preferred vendors, CRM, and document management.

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Use our pre-built digital onboarding experiences

Capture data quickly and easily, giving your customers an account and never lose the data they provide. Make it easy for customers to leave and return to your onboarding process.

Be accountable to your customers

Start the clock the minute your customers respond. Help them understand where they are in the digital onboarding process and who's taking care of them.

Define steps with ease

Digital onboarding is about reducing friction. Make it simple for customers to quickly provide you with relevant information.

Centralize everything in a self-serve account

Put your customers' data front and center in their own intelligent, actionable account where you can keep information up to date. Activate more digital onboarding processes from the initial customer account.

Process incoming data quickly

Speed differentiates you in the eyes of your customers. Make everything 10 times faster with the right digital actions. Create an interim customer account to activate different benefits and services.

Measure your digital onboarding

Measure from beginning to end. Watch data forms capture and feed data into better digital funnels to help you assign the right actions at the right time.

Build the Best Digital Onboarding Process

Create simple steps

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.

Web and Mobile Ready

Regardless of the device, let your customers provide the information across different screen sizes. Make digital onboarding simple and clear.

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CRM Ready

Modyo captures data that is then synchronized to your preferred CRM. Whether Salesforce or another CRM we make it easy to integrate.

Document Management

Capture documents and digital signatures with our integration to Docusign and other systems. Whether on a mobile device or computer your customers can provide the documents you require with ease.

What does Modyo provide out of the box?

A Digital Onboarding Platform that Scales with the most flexible way to deploy highly customizable digital onboarding.

Multi-Device digital onboarding empower your customers and relationship managers to get the job done quickly.

The ability for customers to come and go without losing the data they provide.

CRM Integration to Salesforce or other CRM's with our unique digital onboarding data capture flows.

A Rich Customer Account where data is provided in real time to your relationship managers whose aim is to convert prospects to customers.

Dashboards and metrics that shows customer lifecycle from initial digital interactions to more mature customer experiences.

Experience with Digital Customer Onboarding



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Let's talk about how we can help you accelerate your digital transformation with Micro Frontends.