Create a delightful and engaging first impression by simplifying the onboarding process. AML technology integrated into a digital client onboarding form gives new customers instant access to sign up and make an investment in a matter of minutes.
Our solution is designed to cater to multiple account types, and can be customised to your brand. From quick and simple individual account opening, through to complex, multi-level ownership structures and wholesale investor documentation, our new client onboarding forms can be adapted to incorporate company-specific workflows.
Improved efficiencies, automated workflows and visibility over the sales cycle reduces administrative time and cost overheads while providing a great onboarding experience.
For a complete digital investment experience, digitalise key aspects of the investment journey. Online investment, transaction and risk profiling capabilities can all be integrated into the online process to promote a more holistic and engaging customer experience.
Download the digital client onboarding brochure below.