Use cases / Customer onboarding

Onboard new clients fully digitally

Your customers open an account, portfolio or mandate in one continuous journey: fill in the application, confirm their identity, sign legally - with no branch visit, no paper and no waiting.

See the journey
Completed in one session eIDAS-compliant signature straight into your core system
Application · Step 3/4 CRM via API

The starting point

An application that travels - and loses customers on the way.

The prospect is convinced. But between yes and signed contract there are often days of forms, follow-up questions and media breaks. That is exactly where deals fall apart.

Status quo

Without United Signals

  • Download the PDF application, print it, fill it in and send it back.
  • Identity verification and signature run through separate channels.
  • Missing fields force repeated follow-ups - the closing drags on.
  • In the end the back office keys the data into the system by hand.
With United Signals

One single journey

  • A guided online application with live validation - no empty required field.
  • Identification and eIDAS-compliant e-signature are built into the same journey.
  • The customer finishes in a single session - without switching channels.
  • The complete record flows automatically into your core system via API.

The onboarding journey

How an application becomes a customer.

Five steps, one flow - from the completed application to a full record in your system. Click through the journey.

Customer view

How your customer experiences the opening.

Guided, multilingual and on any device - from the first step to the legally binding signature.

The result

What changes for you.

Closed faster, documented end to end and with no manual rework - from the first click straight into your core system.

From weeks
to minutes

The customer finishes in one session - instead of form rounds spread across days.

0 media
breaks

Application, identification and signature run in one journey - no channel switching.

100 % handed off

The complete record lands in your core system via API - no re-keying.

Show us your account-opening process.

Tell us how your customers open an account, portfolio or mandate today - we will show on your specific case. Upload your form or describe the flow in a few sentences.