Digitize In Branch Onboarding with 100% Compliant eKYC + CKYC Automation

Deliver faster, error-free, audit-ready customer onboarding even for walk-ins who prefer manual forms. Enable your staff to go digital at the branch.

Branch Walk-In Onboarding Journey Image - iSolve Technologies

Trusted by Leading Banks, NBFCs & Insurance Providers

Join institutions that trust iStart for secure, scalable digital journeys.

Digital Power Meets Assisted Onboarding Purpose Built for Branch Walk Ins

Bridge the gap between traditional walk in applications and digital KYC with a platform that combines physical and digital effortlessly.

Digital Power Meets Assisted Onboarding for Branch Walk-Ins Vector - iSolve Technologies

Trusted By BFSI Leaders for Seamless In Branch Transformation

Built with strict compliance, ease of use, and audit readiness at its core without disrupting your existing branch operations.

10x Faster Onboarding

10x Faster Onboarding

Reduce manual delays and form rework

100% Regulatory Compliance Image

100% Regulatory Compliance

Aadhaar, CKYC, RBI, IRDAI, SEBI-ready

Real-Time Monitoring

Real-Time Monitoring

Get visibility into every branch’s onboarding

Enterprise-Grade Security

Enterprise-Grade Security

Role-based access, encrypted audit trails

End to-End Platform for Branch Customer Onboarding

Document Scanning Img

Document Scanning

Scan PAN, Aadhaar, Address Proof on-spot using tablet or scanner

Aadhaar eKYC img

Aadhaar eKYC

OTP/Biometric-based Aadhaar eKYC to verify instantly

CKYC Fetch & Upload img

CKYC Fetch & Upload

CERSAI fetch for existing KYC or automated KIN generation

Branch User Portal img

Branch User Portal

Staff-facing UI with autovalidation and drop-downs

Photo & Signature Capture img

Photo & Signature Capture

Capture images via tablet/ camera, auto-linked to customer profile

Digital Consent Logging img

Digital Consent Logging

Aadhaar masking and digital consent with timestamp

Customer ID Creation img

Customer ID Generation

Real-time integration with CBS/CRM systems

Central Dashboard img

Central Dashboard

Monitor SLA, branch status, and track exceptions

Smart Compliance Engine img

Smart Compliance Engine

Auto-validation rules, field checks, and rejection alerts

Branch Walk In Onboarding Step by Step Flow

Branch Walk-In Onboarding – Step-by-Step Flow - iSolve Technologies
Customer Submits Physical Form
Customer Submits Physical Form
Walk-in customer fills traditional paper form
01
Branch Staff Scans Documents
Branch Staff Scans Documents
PAN, Aadhaar, Address Proof uploaded via tablet/scanner
Direction Arrows
02
Aadhaar eKYC Performed
Aadhaar eKYC Performed
Via OTP or biometric
Direction Arrows
03
CKYC Search via CERSAI
CKYC Search via CERSAI
Fetch KYC using Aadhaar or PAN
Direction Arrows
04
Auto-Upload to CKYC if Needed
Auto-Upload to CKYC if Needed
Auto KYC file creation & KIN generation
Direction Arrows
05
Photo & Signature Capture
Photo & Signature Capture
Captured via webcam or tablet
Direction Arrows
06
Digital Consent Collection
Digital Consent Collection
Consent form auto-generated and digitally signed
Direction Arrows
07
Customer ID Generated via CBS
Customer ID Generated via CBS
Auto-push to CBS or CRM
Direction Arrows
08
Dashboard Monitoring
Dashboard Monitoring
Status, TAT, exception tracking, audit logging
Direction Arrows
09

Enable seamless onboarding for all customer facing products.

Tailored for All Your Branch Product Needs
CASA Accounts
CASA Accounts
Loans
Loans

Insurance

Joint Account Holders

Joint Account Holders

SME & Corporate Clients

SME & Corporate Clients

Built for Seamless Integrations & Regulatory Confidence

Our platform connects securely with all your existing systems and ensures full compliance.

Compliance-First, Security-Centric - 2
Start Transforming Your Branch Onboarding Today

Empower your staff, delight your customers, and
stay fully compliant.

Start Transforming Your Branch Onboarding Today

Empower your staff, delight your customers, and stay fully compliant.