---
title: Onboarding in Digital Lending - FinBox
description: A Guide to Onboarding in Digital Lending
image: https://resources.finbox.in/hubfs/Onboarding%20banner%20(square)%20(1)-1.jpg
---

[![FinBox - The FinTech Cloud for modern enterprises](https://resources.finbox.in/hs-fs/hubfs/logo-(Blue%20for%20light%20theme%20)png.png?width=174&height=40&name=logo-(Blue%20for%20light%20theme%20)png.png "FinBox - The FinTech Cloud for modern enterprises")](https://finbox.in)

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---

#### E-Book

## Onboarding in Digital Lending 

## Powering conversions and customer delight with UX strategies

Learn all about -

 

- The complexities of onboarding for B2B customers
- Points of friction that impede onboarding
- Actionables to improve onboarding in digital lending

![Cover](https://resources.finbox.in/hs-fs/hubfs/Cover.jpg?width=803&height=1119&name=Cover.jpg "Cover")

![Onboarding banner (landscape) (1)](https://resources.finbox.in/hubfs/Onboarding%20banner%20(landscape)%20(1).jpg "Onboarding banner (landscape) (1)")

### Executive Summary

Onboarding is the litmus test for the subsequent experience a platform can offer to its customers. It has a direct impact on conversion and retention rates. In digital lending, however, this process is complex and rife with regulatory requirements like due diligence and KYC. This makes it challenging to build onboarding journeys that guarantee better conversions.

This e-book explores the factors that hinder smooth onboarding and proposes a number of actionables that can help reduce redundancies, make the process more secure, and improve customer engagement.

## Authors' Bio

![rajat](https://resources.finbox.in/hs-fs/hubfs/rajat.png?width=120&height=120&name=rajat.png "rajat")

##### Rajat Deshpande, *Co-Founder and CEO, FinBox*

Rajat is a Fintech specialist and a startup enthusiast who started FinBox along with his Co-Founders with a mission to lay out digital infrastructure for alternate finance solutions. Under his leadership, FinBox has built multiple products in the Embedded Finance and Big Data credit analytics spaces. FinBox has enabled over 16 million lending decisions in India and SE Asia. In his prior stints, Rajat was associated with the global consulting firm ZS, Citigroup and GoPigeon Logistics as Head of product.

He holds a Dual (BTech+MTech) degree in Mechanical Engineering from IIT, Bombay.

![anant](https://resources.finbox.in/hs-fs/hubfs/anant.png?width=120&height=120&name=anant.png "anant")

##### Anant Deshpande, *Co-Founder, FinBox*

Anant is a co-founder of FinBox. At FinBox, Anant leads lending and builds credit origination systems powered by alternate data and traditional data.

In his earlier role at Home Credit, he drove Big Data based loan underwriting of a $2B consumer loan portfolio. Anant has previously been associated with global consulting firm ZS Associates and TransOrg Analytics where he owned P&L and productised analytical consulting. He is a regular marathoner and holds a B.Tech in Chemical Engineering from Nagpur University.

![Chitwan_Thumbnail-1](https://resources.finbox.in/hs-fs/hubfs/Chitwan_Thumbnail-1.png?width=120&height=120&name=Chitwan_Thumbnail-1.png "Chitwan_Thumbnail-1")

##### Chitwan Kaur, *Content Specialist, FinBox*

Chitwan is a content specialist at FinBox involved in building thought leadership and responsible for our social media. Prior to FinBox, she worked at CNN-News18 where she manned the politics and breaking digital news desks. She holds a degree in English Literature from Delhi University and a post-graduate diploma in journalism from the Asian College of Journalism.

## Other interesting reads

[![KYC Guide](https://resources.finbox.in/hs-fs/hubfs/Landing%20page%20cover%20image-01.jpg?width=1250&height=1250&name=Landing%20page%20cover%20image-01.jpg "KYC Guide")](https://resources.finbox.in/kyc-guide-for-lenders?hsLang=en)

[![Landing page cover image-05](https://resources.finbox.in/hs-fs/hubfs/Landing%20page%20cover%20image-05.jpg?width=1250&height=1250&name=Landing%20page%20cover%20image-05.jpg "Landing page cover image-05")](https://finbox.in/white-papers/financial-inclusion-in-india/)

## Our Products

- [BankConnect](https://finbox.in/products/bank-connect/)
- [Loan Origination Software](https://finbox.in/products/loan-origination-software/)
- [Business Rules Engine](https://finbox.in/products/Sentinel/)
- [Account Aggregator](https://finbox.in/Solutions/account_aggregator/)

## Blogs

- [The digital-first guide: How NBFCs can launch and scale their digital offerings](https://finbox.in/blog/the-digital-first-guide-how-nbfcs-can-launch-and-scale-their-digital-offerings-/)
- [What is Embedded Finance?](https://finbox.in/blog/what-is-embedded-finance-and-how-it-will-change-fintech-in-india/)
- [The role of a business rules engine in India’s mortgage landscape](https://finbox.in/blog/the-role-of-a-business-rules-engine-in-india-s-mortgage-landscape/)

## Company

- [About](https://finbox.in/about-us/)
- [Blog](https://finbox.in/blog/)
- [CEO's Newsletter](https://finbox.substack.com/)
- [Contact Us](https://finbox.in/contact-us/)

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