Customer Onboarding,
Intelligently Automated
From rigid forms to conversational experiences that convert
The Onboarding Friction Problem
Customer onboarding requires identity verification, document collection, compliance checks, and account setup—spread across rigid forms that frustrate customers and overwhelm your operations team with manual review and follow-ups.
Meet Your Onboarding Concierge: Scribes
Scribes guide customers through onboarding conversations, verify identity documents, run compliance checks, collect required information, and route exceptions—creating frictionless experiences that convert.
Conversational Guidance
Replace static forms with adaptive conversations that explain requirements, answer questions, and adjust based on customer type and jurisdiction.
Automated KYC Processing
Extract data from identity documents, verify against watchlists, run address validation, and check existing customer records—all in seconds.
Intelligent Risk Screening
Automatically screen against sanctions lists, PEP databases, and fraud indicators—flagging high-risk customers for manual review before approval.
Orchestrate End-to-End Onboarding
Automate every step from initial signup through account activation with compliant, scalable workflows.
Your Customers Deserve Better Onboarding
Stop losing customers to frustrating forms. Let Obelisk create conversational onboarding experiences while maintaining compliance and reducing manual review time.
Simple pricing. No setup fees, no minimums.