Performance Onboarding
Optimize every step of your onboarding with AI
What is Performance Onboarding?
Performance onboarding is a new way of thinking about digital sign-up. It’s not just about verifying identities and collecting signatures — it’s about rescuing every customer who’s about to drop off. The focus is on outcomes: less friction, more conversions, more active clients.
At TrustCloud, we also call it rescue onboarding, because it goes beyond the standard process. It identifies drop-off points, intervenes in real time, and gives users exactly what they need to complete onbozarding — without compromising security or compliance.
As a choreographer of secure digital transactions, TrustCloud acts as a technological enabler of this adaptive onboarding. Thanks to our architecture, any number of systems and resources can be plugged in to reduce abandonment. Our approach also allows performance onboarding to run smoothly alongside the client’s current method — no replacement required.
Why it matters
Because every click counts. In onboarding, if it isn’t clear, smooth, and direct… it simply doesn’t work. The customer won’t wait — if they hit a barrier, they’ll leave. And if they leave, they won’t come back.
Sectors
TrustCloud’s performance onboarding adapts to the specific needs of multiple industries where abandonment is both critical and costly. Our platform allows you to tailor flows and resources for each sector, maximising conversion without compromising security or regulatory compliance.
Banking
Supports sensitive processes such as account opening, KYC verification, and financial product onboarding.
Insurance
Speeds up policyholder onboarding and identity verification during sign-up or claims, with adaptive assistance to prevent drop-offs.
Telecommunications
Reduces customer loss during service activation, where onboarding speed is key to purchase decisions.
Crypto and Fintech
Enables secure, compliant onboarding from the very first access, supporting entry into regulated and technologically demanding environments.
eCommerce and Marketplaces
Simplifies the onboarding of sellers or buyers with dynamic flows that minimise friction and prevent early-stage drop-offs.
Public Sector
Ensures accessibility, traceability, and compliance in citizen-facing digital processes, adapting to different user profiles and support needs.
Compliance and Trust
We comply with major international and local regulations, including eIDAS, GDPR, AML, and KYC, ensuring that every step of the onboarding process is traceable, auditable, and legally valid.
The entire TrustCloud architecture is built on privacy by design principles, with protection measures integrated from the outset. Personal data is processed using only what is strictly necessary, following the strictest policies on retention, anonymisation, and informed consent.
Key Features Include
Assisted Onboarding
Real-time support from fraud experts to guide users when needed.
“HelpMe ” Button
Direct assistance when a user encounters a problem, before they give up.
Senior Onboarding
Tailored flows for less digitally-savvy users.
Identity Wallet
Easy process recovery for users who abandoned or paused onboarding, including reusing credentials from a pre-existing wallet to resume without repeating steps.
Alternative Flows
Automatic detection of blockers and redirection to simplified routes.
Translation Chat
In assisted VideoID sessions, the integrated chat translates conversations in real time into over 30 languages, and our team includes sign language professionals to ensure full accessibility.
Live Transalation
In assisted VideoID, our agents can request real-time simultaneous interpreters to remove language barriers.
Audio Assistance
In unassisted VideoID, voice guidance is triggered at key moments. Available in over 200 languages.
Our Proposition
Reduce abandonment. Recover customers. Boost your revenue.
TrustCloud doesn’t just help you onboard users — it helps you stop losing them.
Performance onboarding is onboarding that converts.
Direct lift in Conversions
Achieve more with the same acquisition effort.
Customer Recovery
Bring users back through proactive support and smart flows.
Improved User Experience
Clear, fast, and personalised journeys.
Lower Operational Costs
Fewer incidents, less support, less.
Higher Marketing ROI
Stronger results from digital campaigns.
Compliance without Compromise
Security and regulation fully integrated.
Identity Verification (KYX)
Instant verification of individuals, companies, and employees.
AICR
Automated data extraction using advanced OCR technology.
Identification
Biometric and document-based verification services compliant with all applicable regulations.
Authentication
Identity verification for secure and immediate access.
Video Identification
Assisted or unattended video identification for compliant remote processes.
Identity Wallet
Control and management of digital identity with full data sovereignty.
