Mako Financial Technologies
HQ Address
4 Place Ville Marie, Suite 300, Montréal, QC, H3B 2E7, Canada
Website Address
Business introduction
Workflow automation built specifically for the needs of the wealth management industry
Mako automates your processes to give your customers the best experience possible and make compliance a breeze
Mako Financial Technologies launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.
Every player in the financial industry is experiencing digital transformation in their own way, and Mako uses this principle as its North Star. Mako's mission is to democratize the digitalization of wealth management and provide operational excellence to our customers through digital transformation. Mako Fintech is headquartered in Montreal, Canada, and led by a team of finance and technology experts.
Mako Financial Technologies Solutions
Client Engagement Automation
Enable administrators, advisors, and investors, with simplified, centralized operations. Admin Portal Forms are the APIs of finance. Mako's Admin Portal is where the form-filling magic happens, especially at scale. It allows different types of asset managers to oversee the state of onboarding for all clients at once, and to facilitate back-office paperwork......
business needs
view solutionDigital Onboarding & Workflows
KYC Workflows - Real-Time KYC Automation Know Your Client processes have never been this easy. Automating onboarding and KYC forms means these processes become personalized, digital workflows. The end result is a dramatically better client experience, significant time savings, and improved compliance reporting. Bulk Repapering - Move your Entire Book of Business in a......
business needs
- Business Process Management & Outsourcing
- Client Onboarding & Identity Verification
- Compliance & Regulation
Process
Working with Mako Fintech Whether you have an existing system with multiple integrations or have been working manually, our team can design a custom solution to meet your unique needs. That means our customers only pay for the features they need. When your team decides to work with Mako, it takes only......
business needs
- Proposition Design, Development & Delivery
- Software Development & Management
- Technology Strategy & Consulting
