Client Onboarding
The best first impression,
digitized.
Turn onboarding into a competitive advantage. Digital KYC with OTP, face liveness, and e-signatures — completed in days, not weeks.
Benefits
Win clients before they've even signed
A digital onboarding experience that feels like your firm — not a series of emailed PDFs.
Truly customizable
Configure multi-step onboarding flows per segment, entity type, or product. No more one-size-fits-all experience.
Verify identity digitally
OTP over email or phone, document capture, selfie with face liveness — secure enough for regulators, smooth enough for clients.
Reduce errors & NIGO
Server-side validation, required field enforcement, and review steps cut NIGO rates and account-opening delays.
Identity Verification
OTP, selfie, and face liveness — all on the client's phone
Email and SMS one-time passwords, document capture, and live selfie verification with face-liveness detection. Industry-grade security wrapped in a consumer-grade UX.
- Email or SMS OTP with configurable expiry
- ID document front/back capture with auto-crop
- Face liveness detection with confidence scoring
Mobile Handoff
QR code handoff for desktop-to-mobile verification
Started on desktop? Seamlessly hand off to mobile for document capture and selfie verification — then return to desktop to complete.
- QR code pairs sessions across devices
- Encrypted session transfer, no data in transit
- Automatic resume after mobile verification completes
Pipeline Visibility
Every onboarding, every stage, one view
Track where every prospective household stands — invited, in progress, in review, approved. No more hunting through email to figure out who's stuck where.
- Real-time status across every onboarding in flight
- Automated nudges for stuck or stalled flows
- Role-based views for advisors, ops, and compliance
Start onboarding clients in minutes.
From invite link to fully onboarded household — see the shortest path from prospect to client.