Across the platform Digital onboarding

Customer onboarding in minutes, on WhatsApp

OneMarketer’s digital onboarding brings identity, assessment, signature and registration into a single conversational flow, so customers sign up from their phone with no paperwork and no branch visit.

Talk to an expert

We have advised major brands in 16 countries

  • Abbott
  • AFP Capital
  • AFP Habitat
  • Avon
  • Banco General
  • Banco Promerica
  • Caja Los Andes
  • Cargo Expreso
  • Castaño
  • Cencosud
  • Chilexpress
  • Claro
  • Coca-Cola Andina
  • D&C
  • Econorent
  • Entel
  • Froneri
  • Global Bank
  • Izipay
  • LATAM Airlines
  • L'Oréal
  • Mallplaza
  • Manpower
  • Niu
  • Posadas
  • RAC Asistencia
  • Ripley
  • Simmons
  • SMU
  • SURA
  • Telefónica
  • Transbank
  • Tur-Bus
  • Universidad de Las Américas
  • Universidad Tecnológica del Perú
  • Vivo
  • WOM

Why digitize your onboarding with OneMarketer

  • Sign-up in minutes

    Customers complete the whole process inside WhatsApp. Up to 70% less onboarding time.

  • Secure and legal

    Biometrics, legally valid e-signature and encryption in the channel your customer already uses.

  • Connected to your systems

    Data goes straight to your CRM, ERP or core for automated handling or an agent’s review.

  • Full traceability

    Every step is logged and 100% auditable, ready for your risk and compliance teams.

How it works

  1. 1

    The conversation starts

    The customer arrives on WhatsApp and an automated flow on the official API guides them step by step.

  2. 2

    Identity is verified

    They take a selfie and a photo of their ID inside the chat; verification takes seconds.

  3. 3

    Assess and approve

    The profile is checked in real time against your rules or the credit bureau to approve or pre-qualify.

  4. 4

    Sign and record

    They sign the contract with legal validity and the data flows into your systems, fully traced.

Features

  • Identity verification

    Facial recognition and document checks with Jumio’s KYC and fraud-detection technology.

  • Contract signing

    Legally valid e-signature by airSlate’s SignNow, inside the same flow.

  • Real-time assessment

    Check credit data online to approve, pre-qualify and close the sale in the chat.

  • Forms in WhatsApp

    Mini apps that capture customer data without leaving the conversation.

  • Protected data

    Capture runs on Meta’s end-to-end encryption and data is used only for the process.

  • ISO 27001

    OneMarketer holds ISO 27001 certification for information security.

Use cases

  • Banking and fintech

    Fully digital account opening, loans and insurance.

  • Telecommunications

    Paperless number porting and service sign-up.

  • Healthcare and education

    Patient intake with consents and digital enrollment with payment and signature.

  • HR and logistics

    Remote hiring of employees, drivers and suppliers with contract signing.

Frequently asked questions

Does the customer need to download an app?

No. The whole process happens on WhatsApp, which your customer already has on their phone.

Is the signature legally valid?

Yes. We use airSlate’s SignNow e-signature, which complies with international regulations.

Does it integrate with my CRM or core?

Yes. We adapt to your infrastructure and connect the flow to your CRM, ERP or core banking system.

How much does completion improve?

By removing paperwork and off-chat steps, completion rates can rise by up to 40%.

Related products

The onboarding your customers deserve

We’ll design a digital onboarding pilot with your steps, checks and systems.

Request your demo