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Customer Onboarding

A real-time, fully integrated customer activation solution that is 100% compliant with all relevant regulations.

Seamlessly onboard customers online or in-branch

Whether for joint or solo applicants, Grow's onboarding process is the most frictionless way to create a financial services account. Our Customer Onboarding module leverages our Compliance & Fraud prevention technology, so you can sleep easy knowing that new customers are identified and vetted correctly. And with Grow's Analytics baked right in, you get immediate insights into your new customer's behaviour and wallet share through our proprietary cash flow algorithms.

Customer Onboarding mobile screenshot.

Grow's Analytics grow your wallet share and optimize financial health post-onboarding

We handle everything from agreements, to the processing of the first deposit and member fees, all the way down to helping the new customer switch their recurring transactions in the case of a chequing account.

Cross-sale opportunity

Immediately cross-sale clients post-onboarding using our cash-flow algorithms to determine financial optimization opportunities.

Automated and customizable onboarding approval engine

Customizable decisioning logic determines whether an applicant is granted or declined an account, with the option to move them into a manual workflow handled by your employees.

Fully compliant

Utilizing our Compliance module, meet relevant regulations for client identification and ongoing monitoring, including PCMLTFA(R), FINTRAC's guidelines, and OSFI B-8.

Core banking and relevant systems integration

Seamlessly link your current systems through RESTful APIs to securely transmit your new customer's data.

Request A Demo

If you represent a financial institution interested in seeing how Grow’s products leverage technology to offer a more convenient banking experience to your customers, please fill out the form below and you will be contacted as soon as possible! Thank you!

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