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Evertec’s digital onboarding solution reduces human effort by more than 70% and ensures greater security against fraud
With nearly 1.9 million subscriptions in the first four months of 2026, the consortium sector has been undergoing growth and transformations. Faced with increasing demand, administrators are under pressure to offer the best customer experience by automating manual processes. In this context, digital onboarding is a major differentiator.
The onboarding moment needs to offer speed and convenience — after all, that is what consortium members are looking for — but it must be extremely secure so that the administrator can prevent fraudulent users from joining.
Below, we explain in more detail what digital onboarding is and its advantages for consortium administrators, as well as present Sinqia Digital’s solution, which reduces human effort in this process by more than 70%.
Check it out:
Digital onboarding: what is it?
The world has changed, and so has the consortium sector. Technology has become part of people’s daily lives and is now a fundamental part of commercial processes. To adapt, administrators have been investing in digital onboarding as a way to improve their performance and the customer experience.
Onboarding is an expression from the financial world that refers to the capture of customers for a specific service or product. Digital onboarding is nothing more than the digital transformation of the registration and onboarding processes for new customers.
In other words, it is the application of technologies in the onboarding process, with the goal of improving the customer experience and operational efficiency, from information capture to the complete analysis of data and documents.
This process brings a revolution to the consortium sector, making the entire process of customer capture, subscription, formalization, and approval digital and automated, that is, carried out through a system.
Advantages of digital onboarding for administrators
With the digital transformation process, financial interactions as a whole have undergone major changes, and the consortium sector has had to adapt to technologies.
The use of mobile devices in Brazil, for example, has significant numbers: there are more than 270 million smartphones. Regarding internet access, 99% of Brazilians use cell phones to access it. In addition, research shows that 95% of purchase processes begin with internet searches.
In this new scenario, investment in digital onboarding becomes essential, since the customer is also more digitalized. Below, learn about some benefits of this solution:
- Productivity and better experience
With digital onboarding, consortium administrators gain in productivity, since manual processes are automated, with document recognition performed automatically.
In addition, it is possible to ensure a better user experience, since digital onboarding is a faster and more practical process compared to traditional onboarding, which requires in-person contact at the consortium administrator or at banks.
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Greater security for the consortium member
In this way, the system covers everything from the entry of data and documents — when the end customer sends them to the administrator — through analysis and verification, all the way to the return of the result of this operation, with the approval or rejection of the new customer.
Benefits of Evertec’s Digital solution
Evertec’s Consortium customers can already use the tool to automate the onboarding of their customers. Administrators that have adopted the solution have recorded:
- Cost reduction;
- Better customer experience;
- Increased speed;
- Compliance and risk reduction;
- Reduction of more than 70% in human effort.
To learn more about Evertec’s digital onboarding solution, contact us.
