Onboarding remains a major challenge in treasury and commercial banking, impacting both operational efficiency and customer experience. Long and complex onboarding processes delay revenue realization and weaken cross-sell potential. This report reviews key SaaS vendors offering onboarding solutions, noting that no single vendor fits all banks due to differences in operations and technology environments. It emphasizes the diversity of onboarding needs and technologies across institutions and provides an overview of vendor capabilities to help banks modernize their processes through cloud-based, modular platforms tailored to their workflows.

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