Remove Manual Forms
Forms create friction at the point of sale — capture the same data through conversation, document upload, or channel ingestion.
Faster conversions and fewer drop-offs
Instant Due Diligence
Perform KYC/KYB, sanctions checks, and data extraction as soon as sales data is captured to avoid rework.
Higher-quality leads forwarded to underwriting
Automated Communications
Automate confirmations, KYC requests, and status updates across SMS, email, WhatsApp and voice with full logging.
Better customer experience and compliance
Banking Onboarding — AI-powered, No-Form, Audit-ready
Deliver zero-touch onboarding that moves deals from sales to underwriting and collections with automated due diligence, explainable scoring, and compliant communications.
No-Form Data Capture
Collect borrower data through conversation, uploads, or channel ingestion — remove manual entry from the workflow
Instant Point-of-Sale DD
Run KYC/KYB and verification checks immediately to filter out ineligible cases early
Connected Sales → Underwriting → Collections
A single audit trail that follows the borrower across sales, decisioning, and servicing
Zero-touch onboarding, faster decisions, compliant comms
credstack transforms sales data into underwritable files with automated DD, explainable scoring, and audit-ready communications.
How credstack Solves Banking Onboarding
credstack eliminates form friction and automates due diligence, underwriting prep, and customer communications so banks can scale acquisition while remaining compliant.
Zero-Form Onboarding
Eliminate manual form entry by capturing data from conversations, documents, and channel inputs with intelligent extraction.
Auto Due Diligence at Point-of-Sale
Run KYC/KYB checks, sanctions screening, and document verifications instantly at sales to prevent downstream delays.
Underwriting Acceleration
Pre-populate underwriting packs, apply configurable rule engines and ML scores, and produce explainable decisions for faster approvals.
Auto Communication & Workflows
Automated, configurable customer messaging across channels with templates, triggers, and full audit trails for compliance.
Download credstack Banking Onboarding Brief
See how credstack enables zero-form onboarding, instant due diligence at sales, underwriting acceleration, and automated communications across the customer lifecycle.