Get started now
Let us give you a personal tour of the platform! Contact us to learn how we can help you accelerate your client onboarding process.Book a demo
Automate all your internal processes - everything from document signing to client due diligence.
Create a smooth and secure client onboarding process that takes as little as a few minutes to improve customer experience and client acquisition. Use identity verification services already integrated into our platform to ensure KYC compliance without slowing down the onboarding process.
Reduce manual work. Easily transfer files, sign agreements and manage customer relationships through our Client Portal.
Sign, send and receive all agreements with your clients.
Complete due diligence on individuals and businesses that your firm is working on - all without writing any code.
Increase customers’ trust by securing their identity, privacy, and assets.
Flexibility: Adjust the flow whenever you want. Flow Builder gives you the flexibility to adjust the flow within minutes without engaging additional teams into the process.
No-code digitization: You don’t need an entire IT team to build and launch the flow. The intuitive ‘drag-and-drop’ interface allows any member of the business development team to do it.
Cost reduction: Reduce operational costs related to the manual onboarding process by implementing digital onboarding. Reduce teams that needed to be included in the traditional setup.