Onboarding and Compliance
Onboarding and Supporting Merchants, Streamlined with Salesforce
Faster Onboarding and Stronger Compliance, Together
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Growth begins with onboarding
For a payments business, onboarding is where growth begins. When KYC and onboarding workflows are manual and teams work in silos, merchants wait longer to go live, and the business struggles to keep pace with its own expansion.
At Novabiz, we believe onboarding should be fast and compliant at the same time, and that both goals are within reach when the process runs on one connected platform.
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Our approach
One Platform for the Merchant Lifecycle
We manage every stage, from onboarding to support, on a unified platform.
Streamlined KYC and Onboarding
We design workflows that cut manual errors and speed up activation.
Connected Systems
We integrate Salesforce with back office platforms, merchant portals, and partner dashboards for real time updates.
Cross Team Collaboration
We use role based processes and SLA tracking across sales, KYC, underwriting, and support.
Visibility for Leadership
We give leaders real-time dashboards on onboarding, sales performance, and support operations.
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In practice: a fast-growing payment gateway in India
A mid sized, fast growing payment gateway in India, funded with more than USD 30 million in growth capital, enables businesses of all sizes to accept digital payments, process payouts, and manage financial operations. With rapid adoption and expansion, it needed a scalable, secure, and streamlined Salesforce based solution. Its KYC and onboarding workflows were time consuming and prone to errors, teams worked in silos, and a lack of integration with the back office platform delayed merchant go live.
We built a unified platform for the merchant lifecycle using Sales Cloud, Service Cloud, Experience Cloud, Surveys, Slack, and Tableau, connected to the company's back office, merchant portal, and partner dashboard.
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Why it matters
Speed and compliance do not have to compete. For the payment gateway, a streamlined, connected onboarding process reduced onboarding time by around 40% while strengthening security and regulatory adherence. It also allowed the company to support three times as many merchants during growth periods without delays.
Measured impact
Start a conversation
Is onboarding slowing your growth?
Walk us through how new customers come on board today, from first contact to activation. We will be glad to discuss where the process can improve.
