Onboarding Journey Visualizer

By Editorial Team
3rd February 2025

Quick Overview

Our latest update in OnboardIQ introduces an interactive workflow tree, enabling banks to design, refine, and validate onboarding journeys in real-time—simplifying complex credit product onboarding like never before.

What Does It Solve?

Eliminating the delays of traditional onboarding processes, lending organisations can now:

  • Visually map customer journeys for better clarity and efficiency.
  • Modify UI elements, text, and steps—without coding.
  • Test and validate journeys in real-time, ensuring a seamless user experience.

Key Features

  • Workflow Tree Visualization – Step-by-step mapping of the entire onboarding flow.
  •  No-Code Customization – Update UI elements and configurations effortlessly.
  •  Real-Time Journey Simulation – Test and refine the experience before deployment.
  • Sub-Workflow Management – Gain complete control over all journey variations.
  • Optimized for Credit Onboarding – Purpose-built for seamless credit product activation.

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