-1.svg "01_Plain no Claim-white (1)-1")
Modular Customer Onboarding Software
Self-Execution or Advisor-Guided
Delight your customers and advisors with a paperless, fast and easy implementation of the legally required KYC process. When completed, our software enables digital account opening through connected custodian banks.
From the first click to the account opening in max. 9 minutes!
High conversion rate thanks to "Happy Moments Approach"
Also available as hybrid version (on- and offline)
Self-Execution Onboarding
100% digital account opening & flexible questionnaire
Automated risk profiling
Our software does the risk profiling for you - without paperwork
KYC process
Easily capture key customer information, such as: Contact details, tax information, identity verification or political exposure.
E-Signature & Contract
Completion Online signing and contracting with your customers, including account opening
Workflow for data distribution
Transfer of customer profile to custodian banks and CRM systems
Advisor-Guided Onboarding
Guide your customers through your individual onboarding process
Risk profiling
MiFID-2 questionnaire that combines your clients' experience with product offerings
KYC process
Questionnaire on the mandatory onboarding and KYC processes incl. opening of a digital account by connected custodian banks
Your advisory process
Individualized process thanks to existing custodian bank connections and digital signature
Easy IT integration thanks to SaaS
As a turnkey frontend & backend product via Rest APIs
Self-Execution Onboarding Process
Easy questionnaire
The onboarding process for digital challengers is designed specifically for end users - easy to understand and short enough for your customers to complete.
Status tracking
Your customer always keeps track of the current process step - and knows at any time what needs to be done and what step comes next.
Risk visualisation
Thanks to our gamification approach, it has never been easier to show your customers their personal risk.
Advisor-Guided Onboarding Prozess
Knowledge and experience
Request "knowledge and experience" with an easy-to-understand onboarding questionnaire.
Onboarding of bank accounts via PSD2
Include your clients' demand deposits and reference accounts for future deductions as part of the onboarding process.
Investment reporting
Automatic summary of investment recommendation to your clients.
Best-in-Class UX/ UI
Paper-less
High Conversion Rate
SaaS connection
Individual KYC questionnaire
MiFID 2-compliant risk profiling
Digital account opening
Choose your identification provider
Your WealthTech Experts
Our Promise:
Get the Case Study directly into your email box.
Discuss your digitization project with our experts. Whether it's customer onboarding, digital or hybrid consultation, ESG or investment reporting.
Personal demo on request.
-1.png?width=972&height=433&name=WealthTech%20Experts%20Contact%20Form%20(1)-1.png)