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Account Opening Form Account Opening Form DIGITAL TRANSFORMATION

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Page 1: Account Opening Form - IDmissionSecure Access, Secure Data, Secure Infrastruc-ture Data capture - Digitally 1. OCR all data from ID document 2. Read Data from barcodes or Machine readable

Account Opening Form

Account Opening Form

DIGITAL TRANSFORMATION

Page 2: Account Opening Form - IDmissionSecure Access, Secure Data, Secure Infrastruc-ture Data capture - Digitally 1. OCR all data from ID document 2. Read Data from barcodes or Machine readable

Digital transformation brings great benefits to your existing processes

When Efficiency matters:

Simplify, Digitize, Automate

Security matters:

Secure Access, Secure Data, Secure Infrastruc-ture

Data capture - Digitally

1. OCR all data from ID document

2. Read Data from barcodes or Machine readable zones

Calculate

Fill Application

Pre-qualify

Pre-approval

Completed Applications

Sign & Return Application

Appraisal Conducted

Rate Lock

Closing

SOLD

3. Capture selfie with live face detection

4. Match selfie against photo on ID document

Page 3: Account Opening Form - IDmissionSecure Access, Secure Data, Secure Infrastruc-ture Data capture - Digitally 1. OCR all data from ID document 2. Read Data from barcodes or Machine readable

Document capture - Digitally

Agent Management - Digitally

1. Scan other documents

2. Utilityt bills, bank statements, salary statements, etc.

3. Extract data from these documents using OCR, or barcode reading

Multiple biometrics: Face, Fingerprint, Voice, Iris

ReduceFraud

Reducecost

Reduce Risk

Improve CustomerExperience

InputSynthesis &

Export

Pre-Processing Document and Layout

AnalysisCharactor Recognition

Verification ofRecognition Results

Page 4: Account Opening Form - IDmissionSecure Access, Secure Data, Secure Infrastruc-ture Data capture - Digitally 1. OCR all data from ID document 2. Read Data from barcodes or Machine readable

Customer Management - Digitally

Enroll with biometrics. Verify against 3rd party databases

Verify Identity for repeat transactions using biometrics

Verify Identity for repeat transactions using biometrics

Enroll with biometrics

Verify identity using biometrics

Control process using GPS coordinates

Customer ManagementPromotor Management

Page 5: Account Opening Form - IDmissionSecure Access, Secure Data, Secure Infrastruc-ture Data capture - Digitally 1. OCR all data from ID document 2. Read Data from barcodes or Machine readable

Digitize your process in 4 easy steps.NO PROGRAMMING REQUIRED.

Text Box

Paragraph

Single Select

Multi Select

Date

Time

Date and Time

Number

Radio Button

Check Box

Slider

File Upload

Button

Calculation Result

Summary Result

Scan Barcode/QRCode

Voice Recording

Video Recording

Fingerprint Capture

Iris Capture

Live Face Capture

Image Capture

Card Payment Processing

Document Capture

Add sophisticated logic, field validations, data verifications by connecting to 3rd party databases.

Step 2: Make your application smart

Step 1: Select the data you need to collect from this list of available data types

Back office portal. You can build you workflow process as per your operational needs. Allows multi level review with timelines and alerts. Review steps can be performed in series or in parallel.

Built in enterprise service bus. Enables seamless connection to existing systems of record so that verified and completed data can be deposited.

Step 3: Built in workflow and case management

Step 4: Integrate to your system of record

Page 6: Account Opening Form - IDmissionSecure Access, Secure Data, Secure Infrastruc-ture Data capture - Digitally 1. OCR all data from ID document 2. Read Data from barcodes or Machine readable

Meets AllRequirements

Deliver from the cloud or from your-premise

Meets all the requirements of the CNBV circular for Sofom:

Meets all the requirements of the CNBV circular for Banks, SofiPos:

Meets all the requirements of the CONSAR circular for Afores:

Page 7: Account Opening Form - IDmissionSecure Access, Secure Data, Secure Infrastruc-ture Data capture - Digitally 1. OCR all data from ID document 2. Read Data from barcodes or Machine readable

About us

IDmission Founded in 2011

Offices in the United States of America, Mexico and India

Our products are used in over 40 countries

Our customers are some of the largest brands in financial services

Over 40,000,000 KYC and onboarding transactions successfully processed.

Page 8: Account Opening Form - IDmissionSecure Access, Secure Data, Secure Infrastruc-ture Data capture - Digitally 1. OCR all data from ID document 2. Read Data from barcodes or Machine readable

United States - Headquarters4845 Pearl East Circle, Suite 101,

Boulder, CO [email protected]

+1 (800) 925-8041 Ext. 2

United States - Product Development & Support7254 East Southern Ave, Suite 101,

Mesa, AZ [email protected]

+1 (800) 925-8041 Ext. 3

MéxicoCamino a Santa Teresa 187C piso 5,

Col Parque del Pedregal,Tlalpan CP 14010 [email protected]+52 1 (55) 5528 6490

IndiaIcon Tower, 4th floor, 402-403,

Main Baner Road, Baner, Pune [email protected]