CUSTOMER ONBOARDING AUTOMATION
Automate Customer Onboarding
from application to activation.
Incomplete applications are flagged straight away.
Complete ones go live without waiting.
CAPABILITIES
What happens between
sign-up and go-live.
Application Intake
Forms, portals, and API submissions
in one place.
Document Intelligence
IDs, proofs, and forms
read and structured.
Verification & Rules
Missing or mismatched details
flagged right away.
Approvals & Updates
Approved customers
set up in your CRM and core systems.
CONFIGURABLE WORKFLOWS
Routine cases go straight through (STP).
Exceptions follow your rules.
Nico Orchestration | STP
Nico Orchestration | Exception
RULES
Missing Document?
Conditional branch
NO YES
AUTO ROUTE
Auto-process
All documents present
HUMAN REVIEW
Operations Review
Document missing
ACTION
Create CRM transaction
Post to CRM - Write record
RULES
Missing Document?
Conditional branch
NO YES
AUTO ROUTE
Auto-process
All documents present
HUMAN REVIEW
Operations Review
Document missing
ACTION
Create CRM transaction
Post to CRM - Write record