Digital Onboarding

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


    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


      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