Counter Service Assistance System (CSAS)

The challenge

• Manual counter onboarding is slow: tellers re-key customer data, scan IDs, and collect signatures by hand.

• Different services require different document sets — mistakes cause rework and longer queues.

• Appointment and pre-filled data sit in separate web/app systems, disconnected from the counter.

How it works

• Capture — fingerprint, portrait, signature, and basic identity are captured at the counter terminal in one step.

• Identify need — the system reads the customer's service request and determines which documents and files apply.

• Pre-fill & assemble — forms are auto-populated and the correct document package is pulled per request type.

• Connect — integrates with the bank's website and mobile app, so a customer who booked online arrives with data already staged.

•  Hand off — the teller reviews, confirms, and submits; a full audit trail is recorded per transaction.

Key capabilities

• Multi-modal identity capture (fingerprint, face, signature, ID data) in a single step.

• Service-aware document routing — no more guessing which forms apply.

• Appointment & pre-fill integration with web/app → shorter queues and fewer walk-aways.

• Per-transaction audit trail for compliance and dispute resolution.

• Configurable to meet local data-protection and biometric-privacy requirements.

Proof points

• Running across domestic branch networks, cutting average counter handling time and rework.

• Integrates with existing online appointment and pre-fill channels.