Client Onboarding
Build & Maintenance

Leading Path’s Client Onboarding – Build and Maintenance allows commercial bank clients to create and management Client Onboarding. Our solution is easy to use and complete customizable to our clients onboarding needs.

Allows commercial card issuers to manage the onboarding application process from client engagement to TSYS Processing.

Features and Benefits

Our software manages the Onboarding lifecycle, from Customer Engagement to TSYS Processing.

Exportable Onboarding Templates

Export company and account data, work seamlessly with clients to complete data inputs, and import that data to build the client profile

Client Friendly

Export client data in Excel, with built in validations and rules to aid client data entry

Bulk Changes and Maintenance

Support bulk maintenance, in easily exportable templates for both internal and client usage

Multi Team Support

Integrate sales, implementations and operations into one onboarding tool

Reference Data Management

Manage all aspects of the build in one tool and all associated reference data

Reporting

Gather and maintain statistics on client builds and build processes

Fully Integrated

Integrates with your processor to automatically update client data

Learn More about our Client Onboarding – Build and Maintenance

Please contact us below

7925 Jones Branch Drive Suite 3250 McLean, VA 22102

info@theleadingpath.com