Solutions

Onboarding

Simplify client and employee onboarding with automated, personalized journeys. Epsi Prime ensures every new relationship starts strong.

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Tailored KYC & Client Verification Flows

Automate verification with eKYC providers for fast, compliant onboarding. Flows adapt to regional regulations and client risk profiles. Fraud is filtered early without hurting conversion rates.

Tailored KYC & Client Verification Flows — Epsi Prime interface

Structured Employee Onboarding Tasks

New hires receive guided task lists, training modules, and reminders. HR tracks progress automatically without chasing updates. Employees feel supported from day one.

Structured Employee Onboarding Tasks — Epsi Prime interface

Automated Document Signing & Storage

Employment or client contracts are signed digitally with audit trails. Signed files are stored centrally for compliance. Both clients and employees enjoy a frictionless start.

Automated Document Signing & Storage — Epsi Prime interface

Progress Tracking & Real-Time Support

Track onboarding milestones for individuals or groups. Automated alerts flag delays or missing steps. Support teams provide assistance quickly to keep onboarding smooth.

Progress Tracking & Real-Time Support — Epsi Prime interface

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Integrated per-transaction pricing with no hidden fees.

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Onboarding | Epsi Prime