Customer onboarding software
Simplify customer onboarding with intelligent automation
Accelerate digital customer onboarding with AI-powered document processing, identity verification, and intelligent data capture. Regoxa automates the capture and processing of customer information from identity documents, application forms, proof-of-address documents, financial records, and supporting documentation. With OCR, Intelligent Document Processing (IDP), automated data extraction, validation, and fraud detection, Regoxa helps organizations create faster, more accurate, and secure digital onboarding and KYC workflows.
Build a Faster, More Secure Customer Onboarding Experience
Customer onboarding involves multiple documents, verification checks, compliance requirements, and downstream processes. Manual data entry, document handling, and disconnected verification systems can increase turnaround times and create operational and compliance risks. Regoxa connects document capture, document classification, identity verification, KYC validation, data extraction, fraud detection, and workflow automation into a unified onboarding process. Process Intelligence provides visibility into onboarding performance, bottlenecks, exceptions, and turnaround times—helping organizations reduce onboarding friction, improve straight-through processing, strengthen compliance, and accelerate customer acquisition.
Improve onboarding performance with intelligent automation
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
Increase onboarding completion
Make document submission easier by capturing customer information directly from submitted documents and reducing repetitive manual data entry.
Simplify customer interactions
Extract information from identity documents, applications, forms, and supporting records to reduce the amount of information customers need to enter manually.
Strengthen identity and fraud controls
Verify customer identities during onboarding and use document validation and fraud-prevention capabilities to support safer customer registration.
Support convenient self-service onboarding
Enable customers to submit documents and complete onboarding activities through digital workflows while automatically processing submitted information in the background.
Customer onboarding use cases
Faster customer registration
Capture and process customer information during account registration and onboarding across digital and assisted channels.
Self-service onboarding
Support customer-led onboarding by automating document submission, information capture, validation, and downstream processing.
Identity verification
Process identity documents and supporting information to verify customer details and support identity proofing workflows.
End-to-end document processing
Connect document capture, classification, extraction, validation, and downstream workflows to create a continuous onboarding process.
Built for your industry
Banking and financial services
Get past the unstructured-content hurdles that stall automation. Give your business users IDP that's ready in minutes and tuned for financial documents like bank statements, utility bills, tax forms, and lending paperwork.
Know Your Customer (KYC)
Regoxa IDP gives your team the extraction models to read, route, and process the documents KYC usually demands, which speeds up account opening and onboarding and makes for better service from the first interaction.
Loan processing
Automatically extract and analyze the data that matters, borrower details, financial history, loan terms, from applications and supporting documents, so you approve faster, stay compliant, and improve the customer experience.
Insurance claims
Hand the key steps, document intake, policy verification, claims validation, to automation. You cut human error in extraction and claims matching, and the whole claims process moves quicker.
Transportation and logistics
Digitize and automate shipping documentation, labels, waybills, receipts, purchase orders, and keep freight moving smoothly through forwarders, carriers, and customs.
Finance and accounting
Process invoices and other financial documents with automated capture, recognition, extraction, and validation, then push the data straight into your ERP, RPA, or ECM systems.
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.
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.
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.
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.]
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.
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.
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.
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.
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.
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.
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.