Seamless KYC Onboarding
A smart client management solution designed to welcome your clients with an intuitive user experience that collects, reviews and processes your client information and documents using a fully compliant onboarding platform.
A smart client management solution designed to welcome your clients with an intuitive user experience that collects, reviews and processes your client information and documents using a fully compliant onboarding platform.
Collect the information and documents you require from a branded protected portal.
Protect your customer data with a GDRP compliant system with built in security features.
Assist your clients with an intuitive review system that meets your defined requirements.
Onboard clients via a mobile friendly, branded portal that you can fully integrate with your company's system. Customizable KYC checklists make your operations more efficient with an automated workflow. Help your team always stay on top of applications with an activity tracking that details the document verification trail.