AI-Powered Digital Engagement — From First Contact to Signed Agreement in One Session

The Business Problem

Digital onboarding is where revenue is won or lost before the relationship even begins. Customers abandon complex forms, identity checks create friction, and agreements that should close in minutes get lost in follow-up emails that never get signed.

Consilium turns onboarding from a drop-off risk into a completed, compliant, revenue-generating outcome — in a single session.

How Consilium Solves It

See It. Guide It. Verify It. Close It — One Session. — UniVCX™

UniVCX

  • AI co-browsing guides customers visually through complex onboarding in real time — reducing friction, errors, and repeated explanations

  • Integrated eKYC, biometric verification, and live e-signature complete identity and agreement workflows in-session — with PII masking, consent recording, and end-to-end encryption

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Full Customer Context From the First Interaction

UniAgent

  • Customer profile, application status, and prior contacts surfaced automatically before every onboarding interaction

  • AI Copilot delivers product guidance, disclosure prompts, and next-best-action in real time — post-session summaries logged automatically

Proactive Onboarding Journey Orchestration

UniCampaign

  • AI triggers personalised outreach at every onboarding stage — document reminders, appointment confirmations, and welcome sequences delivered automatically

  • Right channel, right message, right moment — voice, SMS, email, or WhatsApp selected by AI per individual — consent compliance enforced automatically

Business Outcome

  • Higher onboarding completion — visual guidance and in-session e-signature eliminate the drop-off that kills conversion

  • Faster time to revenue — identity verified, agreement signed, account activated — in one session, not days

  • Fraud risk reduction — biometric eKYC is a stronger identity layer than document uploads or knowledge-based auth

  • Full compliance confidence — PII masking, consent recording, and audit trails enforced at every step

  • Lower onboarding cost — fewer abandoned applications, fewer follow-up calls, less manual processing

Let’s Transform Your Customer Conversations into Outcomes

Connect with our experts to discover how Consilium can help you optimize engagement, automate workflows, and deliver exceptional CX at scale.

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