Account Opening Software for Unified Onboarding at a Leading Indian Bank

Opening a bank account shouldn’t mean bouncing between systems. At a leading Indian private sector bank, creating a Customer ID and opening an account were separate processes with separate touchpoints. MXTechies built a Unified Customer Onboarding Application on Mendix that brings both into one secure journey, available to staff on web, tablet and mobile with their existing company login.

Client

A leading Indian private sector bank

What it unifies

Customer ID creation and account opening

Login

Active Directory (AD) authentication for employees

Devices

Web browsers, tablets and mobile devices

Platform

Mendix

Delivered by

MXTechies, Mendix Certified Partner and Siemens Certified Partner

The challenge

Onboarding a new customer touched several systems, and that slowed everyone down:

• Split processes: Customer ID creation and account opening ran separately, across multiple systems.
• Too many touchpoints: staff and customers went through more steps than necessary.
• Longer processing times: each handoff added time to every onboarding.
• Fragmented experience: the journey felt disjointed for both employees and customers.
• Strict security needs: the bank needed secure employee login and controlled access across many devices, in line with its security standards.

The solution

MXTechies delivered a Unified Customer Onboarding Application that consolidates Customer ID creation and account opening into one platform. Employees log in with their existing Active Directory credentials, so access is secure and familiar.

The same app works across web browsers, tablets and mobile devices, which means staff can onboard customers at a desk, at a branch counter or in the field. The same application is also the base for the bank’s co-origination module, which adds cross-selling to the same journey.

Key features

How it works

1. Sign inThe employee logs in with Active Directory credentials on any supported device.
2. Start onboardingThe employee begins a new customer journey.
3. Create Customer IDCustomer details are captured and the Customer ID is created.
4. Open the accountThe account is opened in the same flow, without switching systems.
5. CompleteThe customer leaves with a Customer ID and an account from one session.

Outcomes

• One app instead of many: onboarding no longer jumps between systems.
• Faster processing: fewer handoffs mean shorter onboarding times.
• Better experience: employees and customers follow one clear journey.
• Secure by design: AD authentication and controlled access meet the bank’s security standards.
• Work from anywhere: staff can onboard on web, tablet or mobile.

Why build this on Mendix

• Multi-device from one build: Mendix delivers web, tablet and mobile experiences from one app.
• Enterprise security: Active Directory login and role-based access are standard.
• Extensible: new product journeys, like co-origination, plug into the same app.

Who this is for

Banks, small finance banks and credit institutions that run assisted onboarding through branches or field staff and want one secure, multi-device journey instead of several separate systems.

Frequently asked questions

About MXTechies

MXTechies is a Mendix Certified Partner and Siemens Certified Partner with delivery teams in India, the USA and the UAE. We build enterprise apps on Mendix, the low-code platform from Siemens, for manufacturing, banking, real estate and retail. See more of our case studies.

Last updated October 2026