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Customer onboarding is the process of a customer’s first visit to a bank, where they are introduced to the bank’s products and services. The goal of customer onboarding is to provide a smooth and efficient experience for the customer, so that they are more likely to return in the future.

InvestGlass is a software that helps banks to manage and automate the customer onboarding process. It allows banks to collect and store customer data, and to create and send personalized welcome messages. This helps to ensure a smooth and efficient experience for the customer, and increases the chances of them returning in the future.