Onboarding passport for banking clients

Front-to-Back toolkit for banking operations

Sample Screen Shot 1

HNW Individuals
Corporations
Family Offices

Create your banking passport
Eliminate time consuming and repetitive bank requests

Client Home Page
Regulatory Adherence Screen

Hedge Funds

Make opening new accounts, duplicate accounts, and staying up-to-date on adherences fast and easy

Investment Bank
and
Institutions

Track your onboards in on esimple tool
Monitor your annual KYC, Tax, and Credit reviews
Instantly know if a client is Good-To-Trade

Investment Bank Screen

Simplify Investment Bank and Wealth Management Onboarding

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