Digital Onboarding

Adopt an automated & omni-channel onboarding strategy to improve client experience and enhance business productivity in compliance with regulatory requirements

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    Capabilities

    Capabilities
    Prospect Registration
    Collecting all client data for setting up an account

    Eximius Six

    Capabilities
    KYC & Questionnaire
    Collecting a complete set of KYC informations and characteristics

    Eximius Six

    Capabilities
    Contract Management
    Validation of informations and generation of account contracts

    Eximius Six

    Capabilities
    E-Signature
    Digital signature of contract for STP account set-up

    Eximius Six

    Capabilities
    Capabilities
    Capabilities
    DigitalOnboarding Prospect Registration Prospect Registration KYC & Questionnaire KYC & Questionnaire
    Contract Management Contract Management E-Signature E-Signature
    Client Lifecycle Management Onboarding none none none none
    Placeholder none none

    Digital Onboarding

    Adopt an automated & omni-channel onboarding strategy to improve client experience and enhance business productivity in compliance with regulatory requirements

      Please send me notifications, I agree with your Privacy Policy & Terms of Use

      Capabilities

      Prospect Registration

      Collecting all client data for setting up an account

      KYC & Questionnaire

      Collecting a complete set of KYC informations and characteristics

      Contract Management

      Validation of informations and generation of account contracts

      E-Signature

      Digital signature of contract for STP account set-up