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.
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 solution 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 customer engagement 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 experience.
Download the digital onboarding brochure below.