Solution introduction
Streamline the onboarding process to scale your business, open up new channels to market and provide instant investment access
Create a delightful and engaging first impression by simplifying and digitalising the onboarding process, giving customers instant access to sign up and make an investment in a matter of minutes
A comprehensive digital onboarding solution that improves accessibility and enhances the customer experience during that important first interaction. Our solution is designed to cater to multiple account types, and can be customised to your brand. From quick and simple individual account opening and electronic AML, through to complex, multi-level ownership structures and wholesale investor documentation, our solution can be adapted to incorporate company-specific workflows.
