LaunchPoint

LaunchPoint® by Rulesware is an end-to-end client onboarding (COB) solution that enables prospects/clients to go from account inquiry to funded account in just one session. By optimizing the onboarding experience, this omni-channel solution provides personalized onboarding in a simple and intuitive manner. The solution orchestrates customized product offerings, KYC/AML reviews, product selection and set-up, tailored cross-sale offers, and automated enrollment into your organization, including ATM, debit, credit, and core platforms.

• RULES ENGINE: Proprietary rules engine identifies the product(s) that fit best for each prospect.
• CROSS SALE: Proprietary algorithm identifies the next best offer based on customer/member input and presents that product/service within the NAO experience.
• PORTAL: Offers customer/member visibility into the products and enrollment process, status, and outstanding action items, with automated messages sent directly to designated users.
• MINIMUM DOCUMENT CHECK: Enforces compliance early in the NAO process by reconciling received and required documents. Accelerator is triggered to update status each time new documentation is submitted, initiates automated document requests for each missing document.
• CAPTURE: Digitizes data and documents and extracts data to automatically classify multiple information types from scanned documents, electronic forms, email, social media, web content, and SMS messages.
• DASHBOARD: Managers can view the workload by skill sets to help rebalance work for higher productivity and faster completion. Dashboard provides data on performance, potential problems, and SLAs.
• CASE MANAGEMENT: Configurable workflow is customized to the financial institution's needs, with case routing, exception handling, audit trails, and security.
• AUTOMATED DOCUMENT CLASSIFICATION: All received documentation is automatically separated and classified, with automated match verification between case ID and metadata. Batch monitor shows status of received documents.
• DOCUMENT REVIEW: Offers a consistent set of product specific checklists to ensure business rule enforcement and a complete record of review steps for audit purposes.
• VIRTUAL FILE FOLDER: Supports multiple NAO process workers so users can view and act on files concurrently, while designating "key docs" by role and job step. Offers role-based sorting and viewing of documentation files.