Kofax Onboarding Agility

Dramatically Reduce the Time and Complexity of Onboarding New Customers


Kofax Onboarding Agility™ makes becoming your customer easier. It provides a unique combination of mobile access, omnichannel document capture/extraction, workflow automation, integration capabilities and analytics that provides visibility and optimization across all channels through the entire onboarding process. Kofax Onboarding Agility delivers automation that empowers user self-service, thereby freeing knowledge workers to focus on more essential tasks and reducing customer abandonment.

Streamline and Accelerate the Onboarding

Onboarding Agility can serve customers on any device or channel they choose, especially mobile users who transact business on smartphones or tablets.

Increase Operational Efficiency and Reduce Costs

Automation and user self-service eliminate time-consuming and error-prone manual processes.

Mitigate Risks and Ensure Compliance

Onboarding Agility can communicate with third-party services to execute identity verification, Know Your Customer, anti-money laundering, fraud prevention and other needed checks.

Enhance Customer Engagement and Communications

Automated follow-up communications and other customizable features solidify customer loyalty and make doing business with you a pleasure.

Process Visibility and Analytics

Reporting and analytics are tailored to facilitate faster, more informed decision-making for operations, branch managers and customer care representatives.

Easy Extensibility

The solution is designed to be extended to solve other onboarding challenges, such as new employees, new accounts, and use in industries like insurance, higher education and government.