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#2161825 - 01/25/18 03:46 PM CDD and Onboarding electronic solutions
Madawaska Offline
100 Club
Joined: Sep 2008
Posts: 105
VA
Hi, I am looking for recommendations on electronic onboarding and CDD solutions that I can take a look at to see if it will work for my bank.

I am fighting a constant battle with inefficient paper application forms that are NEVER completed correctly. Also, the "powers-to-be" want CDD information removed from the applications. mad

Thanks

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#2161850 - 01/25/18 05:04 PM Re: CDD and Onboarding electronic solutions Madawaska
J_G Offline
100 Club
Joined: Dec 2010
Posts: 224
Look into Due Diligence Manager from Banker's Toolbox.

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