The future of onboarding has arrived
Our customer onboarding software harnesses purpose-built AI to make registering or opening an account instant, intuitive, and free of error.
We empower businesses to deliver a digital onboarding experience that captivates customers from the very first interaction. Our innovative mobile solutions make signing up effortless and enjoyable, while safeguarding your business and cultivating trust.
Elevate your customer onboarding software withAI-powered efficiency
Your business data opens doors, to new opportunities, better decisions, and steady growth. Yet a lot of it sits unused because it is locked inside documents that arrive in every format from every direction. Poor extraction and slow, error-prone manual handling make that data hard to gather and use, which drags operations down and delays the calls you need to make.
Regoxa Document AI clears that out. It pulls the data that drives your processes from any document, whatever the format or structure. Invoices, contracts, other business-critical files, all of it becomes structured and ready to use. With intelligent document processing, your information starts fueling growth instead of gathering dust.
What you get
01
Boost sign-up rates
Lift onboarding completion by letting customers upload documents directly from their mobile devices.
02
Enrich customer experiences
Spare your customers the typing. Our technology lets smartphone cameras pull information from payment slips, invoices, and other documents straight into mobile apps or back-end systems.
03
Guard against fraud
Verify new customers' identities during onboarding with Regoxa Identity Proof to deter fraudsters and build trust with your customers.
04
Keep customers returning
Strengthen customer retention by making it effortless to submit documents and manage business on the go through user-friendly apps.
Onboarding, refined: use cases
01
Customer registration
Make a strong first impression and get customers registered swiftly with a simple way to open an account, whatever channel they choose to sign up through.
02
Self-service options
Retain customers by offering a smooth, self-directed onboarding process accessible through their channels of choice.
03
Identity proofing and affirmation
Gain instant certainty that your customers are who they claim to be with Regoxa Identity Proof.
04
End-to-end data processing
Build a complete mobile-enabled onboarding process by pairing Regoxa Mobile with our cloud or on-premises intelligent document processing technology.
What is digital onboarding?
Digital onboarding is the process of establishing a person within a digital system or structure. It can apply to customers, users, patients, vendors, or employees. The digital onboarding process mirrors a manual one: forms must be completed, proof of identity acquired, accounts created. Digital, or remote, onboarding uses technology to run that process automatically, at any time or location.
What is identity proofing and affirmation in customer onboarding software?
To maintain security, every customer onboarding process should confirm that customers genuinely are who they claim to be. That process is identity proofing and affirmation, typically involving customers submitting ID cards, driver's licenses, photos, or other documents for verification.
Identity proofing technology such as Regoxa Identity Proof lets businesses run these checks quickly and securely through two key steps: verifying that the submitted identification document is authentic and using facial matching to confirm the person is who they claim to be, then cross-checking the information on the ID against other documents such as utility bills or income statements.
Regoxa Identity Proof is a core component of our customer onboarding software, built on mobile capture and intelligent document processing technology designed to be user-friendly for your customers and secure for your business.
How does identity proofing and affirmation work?
Regoxa Identity Proof uses data capture to read the information on identification documents and checks the validity of the document itself, determining the exact type of ID submitted, confirming it has not been tampered with, and examining its layout, characteristics, and security features to verify authenticity.
Does identity proofing and affirmation use facial recognition?
Yes. Regoxa Identity Proof uses AI to compare a customer's selfie with the headshot on their ID, confirming that the person submitting the ID matches the person pictured on the document.
[Confirm before launch: any claim about facial recognition accuracy, fairness across demographic groups, or third-party benchmarking such as NIST testing must be verified and sourced before publishing, as these are specific, checkable credentials that cannot be stated without evidence.]
What's the difference between identity proofing and identity affirmation?
Identity proofing confirms that an ID document is authentic and unaltered. Identity affirmation compares the information from ID documents against supporting "proof of" documents to ensure every identification document from the applicant is valid.
How does identity proofing and affirmation deliver value?
Regoxa Identity Proof helps businesses speed up and simplify how they onboard customers or interact with existing ones. Customers get a faster, smoother experience, while your company gains efficiency and reduces risk.
How does Regoxa speed up document submission during onboarding?
Regoxa lets customers capture documents directly from their mobile devices, using smartphone cameras to pull information from payment slips, invoices, and other documents straight into your apps or back-end systems, removing manual data entry from the process.
Can customers complete onboarding entirely from a mobile device?
Yes. Regoxa Mobile combines document capture, identity verification, and intelligent document processing into a single mobile-enabled flow, so customers can register, verify their identity, and submit documents without switching channels.
Does Regoxa onboarding work across different customer channels?
Yes. Regoxa supports customer registration and self-service onboarding through multiple channels, so customers can sign up and manage their accounts through whichever channel they prefer.
How does Regoxa reduce onboarding fraud?
Regoxa Identity Proof verifies that submitted ID documents are authentic and unaltered, and confirms the applicant matches the person pictured on the document, reducing the risk of fraudulent or impersonated applications during onboarding.
Can Regoxa integrate identity proofing with our existing onboarding systems?
Yes. Regoxa Identity Proof is built to work alongside Regoxa Mobile and Regoxa Cloud, so identity verification and document processing combine into a single onboarding workflow that connects to your existing systems.