End-to-end client onboarding
Shorten time from sale to revenue
Collect all required business and compliance information quickly
Evaluate client risks to enable informed go/no-go decisions without impeding deal closure.
Make your compliance team more efficient
Deliver Better Topline faster
- MyDocSafe gives you a powerful workflow automation toolset specifically designed to digitize end-to-end client onboarding processes for professional services firms.
- Automate reminders
- Know exactly where you are in the onboarding process every step of the way
- Automate notifications – do not let your delivery team linger on
Design an onboarding experience fit for purpose
- From linear multi step processes to complex, multi-party parallel workflows
- Add logic breaks and pauses if human evaluation is required
- Easily clone complex worklfows and adjust them for new use cases, jurisdictions or products
- Ideal for wealth management, banking, accounting, law, tax and real estate
Improve compliance
- Increase quality of received data through validation rules
- Automate AML/KYC checks including, identity and proof-of-address
- Tick all the boxes faster
Save time by streamlining and automating workflows
- With MyDocSafe, you can request and easily gather multiple documents from clients and colleagues from one email. Similarly, you can share one, twenty, or a thousand documents from another email.
- With app integrations and the power of automation, you can reduce repetitive tasks and simplify your work day.
- Use our easy to use workflow editor to assemble multiple client actions into one, linear step-by-step process: from questionnaires, payments, document signing to video watching and identity verification – the use cases are endless
Maximize security and compliance
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MyDocSafe’s document cloud storage solution delivers bank-level security with AES-256 bit encryption and SSL to protect your documents both at rest and while in transit. With MyDocSafe, you also get the tools you need to stay in compliance with regulations like GDPR.
- MyDocSafe is ISO27001 certified
And more…
keep your client in the same system after onboarding
Use MyDocSafe client portals for project delivery
Keep KYC information up to date with self service ID verification services
Stay compliant with data protection regulations with automatic data retention rules and audit trails
Customize MyDocSafe for your business todayLearn more
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MyDocSafe is the only document security and e-sign software you need.
Start A free trialYes. Your sales team can send quotes or business proposals and initiate onboarding workflows including KYC/AML checks. However your sales team will not see ID test results unless they need to see them. Only your compliance team will. This way you can offer your clients a more streamlinked, branded pre-sale and onboarding experience that respects “need to know” data access rules.
Your operations team can invite onboarded clients to secure portals to start project delivery. They can also participate in finalizing onboarding workflows which can be triggered via the portals. Similarly to the sales team, your operations team may not need to see ID test results, even though they can trigger KYC workflows.
ID verification tests are stored with Contact Sheets, separately from client portals. This makes it easy for your compliance team to see which contacts had their ID checks done, when that happened, and what the results were, even if the underlying onboarding workflows have been triggered by your sales or ops teams. Simply put, your compliance team can use MyDocSafe to manage KYC for all your clients easily even if your sales and ops teams have created multiple types of portals and workflows.