Brank grade security. ISO27001 certified.

Proprietary digital signature technology for all use cases. Qualified signatures available.

End-to-end automation of complex stakeholder onboarding processes (clients, employees, vendors, investors)

Blockchain enabled and blockchain agnostic. Certificates of authenticity.

Fully white labelled including mobile apps.

Use case 1: Client onboarding

MyDocSafe can deliver client onboarding workflows that not only improve your cusotmer satisfaction but also make both your sales and compliance teams happy.
The workflows can accommodate even the most demanding requirements: from self-service product selection, on-the-fly reconfiguration of questionnaires and underlying documents, ID verification and contract signing all the way to back-office risk assessment workflows.
Your sales people will not even have to login to MyDocSafe to trigger onboarding workflows – they will be able to do it via our Outlook plugin.
Our track record within wealth management and real estate sectors includes end-to-end client onboarding of individuals, families and companies from multiple jurisditions.

Use case 2: Bespoke client portal solutions

Transform deal rooms into an upselling and client communication platform, that will help you increase revenue and improve efficiency
Embed client onboarding for first time users
Add in-app product signup workflows including one-off and recurring payments and invoice creation
Configure customer journeys including product selection, payment, KYC/AML, contracts and data collection
Combine both ‘upselling’ and ‘project delivery’ portals into one, seamless client experience

Invoice fraud is a growing problem that costs businesses hundreds of millions per year. Read more here
Boost security with a trustless, Blockchain-based system
Even if our own database is compromised and populated with fraudster’s bank details the system will still not approve the invoice because every such action requires a comparison of ‘fingerprints’ of bank details with a public ledger.
Automate and secure vendor onboarding process
- Design and deploy end-to-end onboarding workflows for a fully automated vendor on-boarding experience.
- Automate approval of changed vendor details, especially bank account details.

Automate complex approval workflows for third party traders who use your trading and custodial platform.
Manage multiple trader relationships within a single umbrella account
Accommodate approvals that require chain of command
Include rebalance, restructure and fund replacements instructions

Most of our projects include three distinct phases:
- Fixed charge initial discovery phase that ends with a full workflow specification and a quote (2-4 weeks)
- Implementation phase of the agreed workflow specification (4-12 weeks)
- User testing phase with internal stakeholders culminating in product launch (2-4 weeks)
Following product handover, you are in control of most elements of the workflows:
- questionnaires
- document templates
We will always be there to help you fine tune the structure of your workflows, add new features or cover new use cases.

Low risk “dicovery” engagement will give you comfort about how we work and what we can deliver
Quick turnaround time speeds your time to market. All of that thanks to our set of bre-built “Lego-like” workflow elements that minimises bespoke software development

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MyDocSafe is a one-stop-shop for your document workflow automation requirements.