Systems and methods for onboarding customers through a short-range communication channel

A method, comprising:

• establishing, by a computing device associated with an institution, a short-range communication channel with a user device associated with a user based on a tap exchange;
• syncing, by the computing device, a graphical user interface of the computing device associated with the institution with a graphical user interface of the user device associated with the user;
• displaying, via the graphical user interface of the computing device, information associated with the user at substantially the same time that the information is displayed on the graphical user interface of the user device;
• and
• receiving, by the computing device, an indication from the user device to transmit the information over the short-range communication channel to the institution.

A mobile device, comprising:

• one or more processors;
• and
• a non-transitory machine-readable media storing instructions that, when executed by the one or more processors, cause the one or more processors to perform operations comprising:
• establishing a short-range communication channel with a computing device associated with an institution based on a tap exchange;
• syncing a graphical user interface of the mobile device with a graphical user interface of the computing device associated with the institution;
• displaying, via the graphical user interface of the mobile device, information associated with a user of the mobile device at substantially the same time that the information is displayed on the graphical user interface of the computing device;
• and
• transmitting one or more pieces of the information to the computing device associated with the institution over the short-range communication channel to the institution.