Scope of services and process chain
Enable companies to digitally onboard new clients and manage existing clients 100% paperless.

There are no limits to the areas of application. At the same time, any form of paper-based processes are suitable for digitalizing your workflows - from new applications & long complex contracts with large amounts of data or extensive, internal, cross-departmental workflows / release processes.

• Individual client data acquisition and KYC according to WpHG
• Integration of different documents (e.g. contract documents) or systems
• Client legitimation via Post-ID portal or other online legitimation providers / signature service providers
• Contract opening and administration including all details. Client login and digital mailbox

By automating the entire process chain, the administrative effort is reduced to a minimum. Our solution is available as hybrid and online-only version - digital and without any media break. A flowing process that meets all your needs as well as those of your partners and combines them optimally. No multiple entries, no running through different processes with different parties.

Core functions

• Integration of all contract documents
• Intermediate storage of data, so that your clients can complete the process at a later stage
• Transfer of already existing data for pre-filled forms
• Automated e-mail notifications
• Client login and digital mailbox
• Operation and Hosting in Germany
• Interfaces to already existing system landscapes, such as your CRM
• Support of any languages
• Use of different end devices, such as desktop PC, laptop, tablet and smartphone