Customer onboarding workflows
Configure step-by-step onboarding for branch, field, and digital channels with mandatory fields, document uploads, and approval gates.
All products
Customer Module
CustomerManagement
Manage customer onboarding, profiles, KYC records, account relationships, and customer lifecycle operations.
PRIMAX Platform Module
Overview
What Customer Management delivers
PRIMAX Customer Management gives institutions a single source of truth for every customer relationship — from first contact through onboarding, account linking, and ongoing lifecycle management. Built for the operational realities of African financial institutions serving individuals, groups, and business customers.
Features
Customer Management features
Detailed capabilities built into this module to support regulated banking operations across Africa.
Unified customer profiles
Store identity, contact, employment, and reference data in one profile linked to every account and product the customer holds.
Account relationship mapping
Link customers to savings, loan, and group accounts with clear primary, joint, and guarantor relationship definitions.
KYC record management
Track verification documents, expiry dates, and re-verification triggers alongside each customer record.
Group & corporate customers
Support individual, joint, group, and corporate customer types with member rosters and authorized signatory lists.
Lifecycle & status tracking
Manage customer status from prospect through active, dormant, and closed with full change history.
Capabilities
Core capabilities
Everything Customer Management includes to support your institution's daily operations.
Digital and branch-based customer onboarding workflows
Unified customer profiles with account relationship mapping
KYC document capture, verification status, and renewal tracking
Individual, joint, group, and corporate customer types
Customer segmentation and lifecycle status management
Full audit trail of profile changes and account events
Benefits
Why institutions choose this module
Operational outcomes that matter for regulated financial institutions across Africa.
Faster onboarding
Reduce time-to-account with configurable workflows that match your institution's verification requirements.
Complete customer view
See every account, product, and transaction linked to a customer from one operational dashboard.
Regulatory readiness
Maintain KYC records and customer documentation in formats suited to supervisory review.
Related Modules
Works seamlessly with
PRIMAX modules share a unified ledger and operational layer — these modules complement your setup.
KYC & Compliance
Manage institution and customer verification workflows while maintaining compliance requirements.
Learn moreSavings Management
Support savings products, deposits, withdrawals, interest calculations, and account management.
Learn moreBranch Management
Operate multiple branches from a centralized platform with branch-level controls.
Learn moreReady to find your solution?
Talk with our team about the right PRIMAX configuration for your institution — from sandbox to production.