Banking

Apart from automating MIFID2 compliance via our client categorisation platform we empower banks to hire faster, provide client portals and deal rooms as well as automate and secure other mission critical processes that involve signatures, identity and money.

Get in touch to discuss your requirements

Slick HR platform for fast employee onboarding

  • Set up employee portals through which you can capture data and negotiate through the complexities of onboarding a new employee: from personal information forms, through employment agreements to health safety and compliance forms.

  • Create separate access roles for candidates, hiring managers and HR personnel to enforce “privacy by design”

  • Design your own end-to-end process that you can embed in the portal with a progress bar and bespoke notifications

  • Automate data refresh requests

  • Automate payslip distribution

MyDocSafe for HR
MyDocSafe - digital signature workflow

Full-featured client onboarding engine for both B2C and B2B requirements

  • Set up client portals through which you can capture data, verify identity, sign agreements and process payments

  • Create separate access roles for clients, account managers, compliance officers to enforce “privacy by design”

  • Design your own end-to-end process that you can embed in the portal with a progress bar and bespoke notifications

Data rooms for complex deals

  • Create ring fenced work spaces for small teams that span corporate borders that need secure access to documents

  • Grant access rights suitable for the role

  • Access full audit history

  • Use built-in electronic signature, forms and chat for secure deal execution

  • Optionally integrate with Outlook

GDPR Dashboard for compliance

  • From mapping out your own data processes to easy logging of client data requests to provision of remote access to client data through MyDocSafe portals

  • Document the way your personal data flows through your systems with MyDocSafe GDPR

Automate compliance, employee on-boarding and deal rooms.