Transform Onboarding.
From a Cost Center To a Revenue Driver.

Transform Onboarding. From a Cost Center To a Revenue Driver.

Transform Onboarding. From a Cost Center To a Revenue Driver.

Transform Onboarding.
From a Cost Center To a Revenue Driver.

Streamline onboarding across all channels with a single, unified platform enabling banks, insurance, and NBFCs.

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400+

Clients

0Mn+

verifications

per month

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certified

compliant  eKYC image
compliant  eKYC image

compliant

eKYC

Go-Live in 1 Day

Go-Live in 1 Day

Go-Live in 1 Day

Go-Live in 1 Day

Zero coding required

Highest Conversions

Highest Conversions

Highest Conversions

In the industry

Onboarding Journeys Are Broken for Organizations Everywhere

Onboarding Journeys Are Broken for Organizations Everywhere

Onboarding Journeys Are Broken for Organizations Everywhere

Across industries, organizations use isolated onboarding channels and disjointed workflows, resulting in inconsistent, frustrating experiences that drive customers and other stakeholders away.

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Affluence and risk signals from journey data and alt data are overlooked

Affluence and risk signals from journey data and alt data are overlooked

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Risk-affluence segments aren't mapped to tailored journeys, everyone gets the same generic flow

Risk-affluence segments aren't mapped to tailored journeys, everyone gets the same generic flow

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Cross channel continuity is broken - users can't resume journeys from where they

left off

Cross channel continuity is broken - users can't resume journeys from where they

left off

Meet OnboardIQ: unified onboarding
across branch, assisted & digital

Meet OnboardIQ: unified onboarding across branch, assisted & digital

Meet OnboardIQ: unified onboarding
across branch, assisted & digital

Meet OnboardIQ: unified onboarding
across branch, assisted & digital

OnboardIQ is a unified, intelligence-led platform that enables your teams and channels to deliver

intelligent, immersive, and trustworthy conversations across every onboarding journey.

OnboardIQ is a unified, intelligence-led platform that enables your teams and channels to deliver intelligent, immersive, and trustworthy conversations across every onboarding journey.

Assisted Onboarding
Branch Based Onboarding
DIY Onboarding

Assisted Onboarding

Enable real-time customer insights for RMs, DSAs, and VLEs

Drive tailored conversations based on profile

Streamline workflows to reduce errors and drop-offs

Branch Based Onboarding

Offer OR-based access to profile-aware journeys

Offer OR-based access to profile-aware journeys

Offer OR-based access to profile-aware journeys

Branch Based Onboarding

Offer OR-based access to profile-aware journeys

Offer OR-based access to profile-aware journeys

Offer OR-based access to profile-aware journeys

Assisted Onboarding
Branch Based Onboarding
DIY Onboarding

Assisted Onboarding

Enable real-time customer insights for RMs, DSAs, and VLEs

Drive tailored conversations based on profile

Streamline workflows to reduce errors and drop-offs

Branch Based Onboarding

Offer OR-based access to profile-aware journeys

Offer OR-based access to profile-aware journeys

Offer OR-based access to profile-aware journeys

Branch Based Onboarding

Offer OR-based access to profile-aware journeys

Offer OR-based access to profile-aware journeys

Offer OR-based access to profile-aware journeys

Assisted Onboarding
Branch Based Onboarding
DIY Onboarding

Assisted Onboarding

Enable real-time customer insights for RMs, DSAs, and VLEs

Drive tailored conversations based on profile

Streamline workflows to reduce errors and drop-offs

Branch Based Onboarding

Offer OR-based access to profile-aware journeys

Offer OR-based access to profile-aware journeys

Offer OR-based access to profile-aware journeys

Branch Based Onboarding

Offer OR-based access to profile-aware journeys

Offer OR-based access to profile-aware journeys

Offer OR-based access to profile-aware journeys

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Seamless Onboarding,
Zero Compromise

Seamless Onboarding,
Zero Compromise

Seamless Onboarding,
Zero Compromise

Streamline customer and employee verification while staying secure, compliant, and conversion-focused

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KYC API Suite

Suite of APIs for identification and verification, designed to integrate with your workflows.

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Video Solutions

Accelerate customer onboarding with IDfy’s Video KYC. Seamless, compliant, and designed to help you convert more customers faster.

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Background Verification

Step into the future of employee onboarding

AI-powered, fraud-resistant, and privacy-first. Stay ahead of evolving threats.

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IDfy 360

Launch onboarding in just 1 day with IDfy360,

no-code, end-to-end,

and designed to boost conversions and revenue.

Reimagine Onboarding Across

Different Products and Journeys​.
Reimagine Onboarding Across

Different Products and Journeys​.
Reimagine Onboarding Across

Different Products and Journeys​.
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    Banking

    Liabilities Onboarding Journeys

    for Current Accounts and Savings Accounts

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    FMCG

    Retailer/Distributor Onboarding, Vendor Monitoring, Frontline Employee Authentication

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    NBFC

    Pre-LOS Solicitation Engine for Go / No-Go signals, Loan Onboarding Journeys for PL, Gold Loans, and CD Loans

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    Insurance

    Direct Sales Enablement, Agent and Customer Onboarding, Pre-Issuance Verification, Underwriting Cross & Up-Sell, Hospital Due Diligence, Vehicle & Driver Due Diligence

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    ECommerce/Logistics

    Seller Onboarding, Vendor Monitoring, Driver Partner Authentications

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    Payments

    Onboarding, Enhanced Due Diligence, Activation, Cross & Up-Sell, Periodic KYC Updation

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    Customers

    Onboarding, Underwriting, Activation & Engagement, Monitoring

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Smarter Signals. Safer Growth.
Stronger Compliance.
Smarter Signals. Safer Growth.
Stronger Compliance.

Smarter Signals. Safer Growth. Stronger Compliance.

Uncover affluence and detect risk early. Drive smarter growth from day one.

Equip Frontline for Impact

Empower frontline teams with real-time wealth and risk insights to maximize customer lifetime value.

Strengthen Portfolio Quality

Use affluence indicators and early risk flags to match customers with the right products, balancing growth with portfolio quality.

Unify Customer Insights

Break down silos across RM, branch, DSA, and digital channels to deliver real-time views of customer value and risk in a single flow.

Ensure Smooth Integration

Adapt across products and channels seamlessly, driving compliant, consistent experiences without adding operational burden.

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Equip Frontline for Impact

Empower frontline teams with real-time wealth and risk insights to maximize customer lifetime value.

Strengthen Portfolio Quality

Use affluence indicators and early risk flags to match customers with the right products, balancing growth with portfolio quality.

Unify Customer Insights

Break down silos across RM, branch, DSA, and digital channels to deliver real-time views of customer value and risk in a single flow.

Ensure Smooth Integration

Adapt across products and channels seamlessly, driving compliant, consistent experiences without adding operational burden.

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Start verifying customers in days, not months.

Our implementation team has deployed onboarding for BPI, BDO, and 500+ clients. We know what Philippine deployment takes.

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Contact Info

Solution

No-code Platform

Video Solutions

Fraud Prevention

User Onboarding

Merchant Onboarding

Companies

Events

Resources

Contact Us

Privacy Policy

Terms of Use

Sitemap

Baldor Technologies Pvt Ltd, CIN: U74900MH2011PTC291275

trust matters
footer image
Start verifying customers in days, not months.

Our implementation team has deployed onboarding for BPI, BDO, and 500+ clients. We know what Philippine deployment takes.

logo
linked in icon
youtube icon
instagram icon

Contact Info

Solution

No-code Platform

Video Solutions

Fraud Prevention

User Onboarding

Merchant Onboarding

Companies

Events

Resources

Contact Us

Privacy Policy

Terms of Use

Sitemap

Baldor Technologies Pvt Ltd, CIN: U74900MH2011PTC291275

trust matters
footer image
Start verifying customers in days, not months.

Our implementation team has deployed onboarding for BPI, BDO, and 500+ clients. We know what Philippine deployment takes.

logo
linked in icon
youtube icon
instagram icon

Contact Info

Solution

No-code Platform

Video Solutions

Fraud Prevention

User Onboarding

Merchant Onboarding

Companies

Events

Resources

Contact Us

Privacy Policy

Terms of Use

Sitemap

Baldor Technologies Pvt Ltd, CIN: U74900MH2011PTC291275

trut matters image
footer image
Start verifying customers in days, not months.

Our implementation team has deployed onboarding for BPI, BDO, and 500+ clients. We know what Philippine deployment takes.

logo
linked in icon
youtube icon
instagram icon

Contact Info

Solution

No-code Platform

Video Solutions

Fraud Prevention

User Onboarding

Merchant Onboarding

Companies

Events

Resources

Contact Us

Privacy Policy

Terms of Use

Sitemap

Baldor Technologies Pvt Ltd, CIN: U74900MH2011PTC291275

trut matters image
footer image
Start verifying customers in days, not months.

Our implementation team has deployed onboarding for BPI, BDO, and 500+ clients. We know what Philippine deployment takes.

Contact Info

emily@idfy.com

Solution

No-code Platform

Video Solutions

Fraud Prevention

User Onboarding

Merchant Onboarding

Companies

Events

Resources

Contact Us

Privacy Policy

Terms of Use

Sitemap

Baldor Technologies Pvt Ltd, CIN: U74900MH2011PTC291275

trut matters image
footer image
Start verifying customers in days, not months.

Our implementation team has deployed onboarding for BPI, BDO, and 500+ clients. We know what Philippine deployment takes.

logo
linked in icon
youtube icon
instagram icon

Contact Info

Solution

No-code Platform

Video Solutions

Fraud Prevention

User Onboarding

Merchant Onboarding

Companies

Events

Resources

Contact Us

Privacy Policy

Terms of Use

Sitemap

Baldor Technologies Pvt Ltd, CIN: U74900MH2011PTC291275

trust matters