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Onboarding

Automated onboarding for seamless entry

A fast and efficient process to onboard your customers, partners, and suppliers and connect them to your business.
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Connects your relations to your business

Antalys Onboarding connects your relationships with your business. Set up the steps you want and need to assess and onboard your business relationships and let Antalys take care of the process. Depending on your use case and your business, you can set it up as a fully automated end-to-end process that includes all checks, e.g. KYC, AML, credit scoring.

Ask business-related questions and use the information to create a personalized business proposal for e-signing. The process is set up using Business Studio with no coding required. Changes and additions are easily managed.

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Antalys Onboarding Highlights

All relationships

Onboard customers, partners and clients no matter what industry you're in.

Instant access to data

Instant access to customer information across all touchpoints.

Your process

Configure your processes exactly as you like and need.

Continuous monitoring

All changes and updates are monitored and captured.

Seamless onboarding

For initial setup and continuous improvement.

1

Q&A

Guide your relationship by asking and answering questions to gather initial information to begin the onboarding process, such as a business registration number and services and products they are interested in.
2

Information gathering

Based on the input received during the process, Antalys collects information and makes decisions according to the criteria you defined in Business Studio. Credit reports, business information are examples of information collected.
3

Results and decisions

Once your onboarding process has assessed all the information you want and need to do business, the process can seamlessly move on to offering your services or products or approving a supplier, if applicable.
4

Agreement and signing

From the onboarding you have a solid understanding of the business relation ready for use to offer applicable services and products, pricing, and terms and conditions to make it a personalized experience with precision and accuracy.
5

Add & Change

Business is constantly changing. With Business Studio, you can easily and securely add and change steps, logic, and rules to meet new requirements or regulations.

line icons of businesses

Know-Your-Business

A solid and up-to-date understanding of the companies you do business with is critical to your success.
  • Verify and collect information about the business
  • Identify and verify the company’s ultimate beneficial owners (UBOs)
  • Anti money laundering checks
  • Use the information for scoring e.g. credit, risks, ESG
line icons of customers

Know-Your-Customer

Build your business on clarity and trust. Verify identity, collect relevant business data, and welcome customers you want to do business with.
  • Customer identification, CIP
  • Customer due diligence, CDD
  • Continuous monitoring
  • Integrate with internal and external data sources to share and collect KYC data
CPQ icon which is a hexagon with connections and a onboarding icon, a hand with a person in it

Connect your onboarding with Antalys CPQ

In Antalys, onboarding is part of your lead-to-cash process to ensure that you make the most of all the valuable information you have collected and created during the onboarding process.

  • Customize your offering based on results from onboarding
  • Streamlined End-to-end process
  • Enhanced customer experience
  • Up-sell and cross sell
Antalys CPQ

Antalys Business Studio

Business Studio is the toolbox to access Antalys Components and their capabilities – all at your fingertips.

  • Add new offerings
  • Manage your business
  • Implement new processes
  • No lead time from idea to live use
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Frequently Asked Questions

Absolutely. Antalys Onboarding allows you to set up your own process exactly as you like and to meet the specific requirements of your business and industry.

Antalys Onboarding ensures a smooth and efficient onboarding process by asking the right and most relevant questions throughout the process. It helps onboard the right partners and suppliers, ensuring you do business with those you truly want to collaborate with.

Yes, Antalys Onboarding is designed to seamlessly integrate with systems and information providers to easily fit with your existing system architecture.

Get ahead and stay ahead.

Want to learn more? Book a demo to explore Antalys in more detail.
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