Time to Accelerate

Your Digital Front-Office

With plug-n-play modules for your business
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Digital Front-Office

Select the modules for your business
CLIENT PORTAL
Which compiles with mas, asic and other major regulatory authorities.
  • Map your customer journey
  • Easily style brand.
ASIC
MAS
EKK
FCA
Provide a next generation onboarding platform for your Corporate / Institutional / Trust Clients with Built In.
  • Mobile first design
  • 100% Digitized Forms
  • Digitized FATCA
  • Integrated with docusign
  • Multiple users can operate one account / users management
  • Directors & Shareholders identity checks
  • Regulatory assessments based on selected products
  • Plug & Play client portal with intuitive dashboards and integrations.
CLIENT PORTAL
CLIENT PORTAL
  • Build your own logic for classification of clients online
  • Create your own appropriateness / suitability tests for your clients online
  • Validate customer digitally with a
Trulioo
Jumio
hooyu
Myinfo
World-Check

Clients Dashboards

Extend your Digital Onboarding Platform with Next Generation Client Portal and out of the Box Features for Financial Institutions, E.G. Dashboards / Reports / Statements / Payments etc.

Enable your customers to make Instant Payments

Our Solutions includes Multiple Currency Processing, Automated Current-Rate Conversions and Integration with many popular merchant providers.

Accounts Management

We provide all the necessary tools and services to get you online providing you with leeway against your competition instantly.

Client Manager Features

Provides a Single, End-To-End Picture of the Customer's Journey and
  • Customer 360 view
  • Sales Pipeline
  • Service Tickets
  • Campaign Management
  • Regulatory Compliance
  • Interactions
  • Calendar
  • Language Editor
  • Dashboards / Reports
CLIENT PORTAL

CRM Modules

Extend your Digital Onboarding Platform with Next Generation Client Portal and out of the Box Features for Financial Institutions, E.G. Dashboards / Reports / Statments / Payments Etc.

Communication Channels

You will be able to customize the messenger, install it on your client portal and invite team members.

Digital Front-Office Platform

Choose a template from our pre-built solution for both retail and institutional clients.

Digitize your existing forms and receive online applications in a secure and scalable way.

Integrated eKYC, Dashboards, Account Management, Payments and other business specific module

Seamlessly manage your leads and clients with our build in Client Manager for the financial Industry