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Account Closure

Compliant account closure with checklist and audit trail.

Account Closure streamlines the exit journey — collect reasons, clear dues, capture e-consent, and generate an auditable closure pack for back office.

Account Closure checklist dashboard

What you get

Guided closure checklist

Smart checklist to ensure all steps are completed before closure.

e-Sign / e-Consent capture

Capture verified e-consent from customers securely and compliantly.

Dues task queue

Identify and clear pending dues, holds, or obligations with ease.

Final status & closure pack

Generate a complete closure report with audit trail and documents.

How it works

1

Verify Customer

Authenticate and verify the customer identity.

2

Run Closure Checklist

System-driven checklist ensures all required steps are completed.

3

Clear Dues

Identify and resolve any pending dues, holds, or obligations.

4

Capture Consent

Collect e-consent from the customer securely.

5

Generate Closure Pack

Create an auditable closure pack for back office records.

Key benefits

  • 100% Compliant

    Adhere to regulatory guidelines with complete audit trail.

  • Faster Turnaround

    Automate tasks and reduce manual effort.

  • Secure & Reliable

    Data privacy and security at every step.

  • Better Experience

    Seamless and transparent exit experience for customers.