Process Mining for Customer Onboarding

Enhance the client onboarding by identifying bottlenecks and accelerating KYC and account setup.

Client onboarding remains a key differentiator in banking and insurance, where the balance between fast account setup and strict regulatory compliance can be difficult to maintain. This app uncovers how onboarding journeys actually unfold, highlighting where customers encounter friction – whether in KYC verification, document submission, or account activation.

By integrating CRM, compliance, and core banking system data into UiPath Process Mining, banks gain a clear picture of customer onboarding times, rework loops, and potential risk exposures.

The app empowers onboarding managers, compliance officers, and process improvement leads to streamline customer experiences, reduce time-to-revenue, and improve adherence to KYC and AML regulations.

Note: The demonstration and walkthrough are free of charge.

The app solves the challenge of fragmented onboarding processes where customer data moves across disconnected systems and manual reviews create delays. It delivers clear benefits such as reduced onboarding time, improved compliance tracking, and a better overall customer experience.

With these insights, banks can target automation and process changes where they matter most. Organizations adopting the app typically shorten onboarding times by 25–35%, leading to faster revenue realization and higher customer retention.

End-to-End Process Visibility: Analyze onboarding across all channels — retail, private, and corporate — down to each subprocess.

Bottleneck & SLA Violation Detection: Instantly highlight stages where files sit too long or tasks are repeatedly reworked.

Multi-System Integration: Consolidate events from Salesforce, KYC tools, core banking, and ticketing systems for a single source of truth.

Customizable Dashboards & Views: Tailor process views for compliance, operations, and sales teams to track metrics most relevant to them.