# TrackWizz Customer Onboarding Solution Reviews
**Vendor:** TSS Consultancy Pvt Ltd  
**Category:** [Digital Customer Onboarding Software](https://www.g2.com/categories/digital-customer-onboarding)
## About TrackWizz Customer Onboarding Solution
TrackWizz Customer Onboarding is a tool/ solution specially designed for Wealth Management Private Banking/ Wholesale Banking Investment Advisors Asset Management/ Portfolio Management Serving high net worth individuals, legal entities and Institutional clients. Power to combine it with regulatory controls including sanctions screening, risk rating and enhanced due diligence. A platform which starts from fetching KYC from different external sources (CKYC/ KRA), integrating with Video IPV with an option to perform e signature and wet signature. A complete deep KYC customer lifecycle solution which features Centralized Customer Information System Service Request for Static data change and closure Periodical reviews with enhanced due-diligence Information flow to multiple product systems






- [View TrackWizz Customer Onboarding Solution pricing details and edition comparison](https://www.g2.com/products/trackwizz-customer-onboarding-solution/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-04+09%3A52%3A47+-0500&secure%5Bsession_id%5D=229d06d7-89b5-4a36-aeb0-cf53f033fcf9&secure%5Btoken%5D=f02001308e345f0f6f60630a4d1040b21503d19587e10a271ba3c7bcc1f7248f&format=llm_user)

## TrackWizz Customer Onboarding Solution Features
**Process Automation**
- Onboarding Flow Management
- E-Signature
- Data Capture
- Auto-Capture

**Identity Verification**
- ID Scanning
- KYC
- Credit Check

**Agentic AI -  Digital Customer Onboarding**
- Decision Making

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