MyDocSafe Onboarding Platform

Efficient, compliant and highly configurable client onboarding platform

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Make a great first impression through slick and fully white-labelled onboarding solution

Automate onboarding from start to finish including webforms, contracts, payments, AML/KYC and risk assessment workflows.

Improve efficiencies and reduce data re-entry through seamless integrations with your CRM and back office systems

Improve ongoing compliance, data refreshes and TOBA and contract renewals

Securely store and share all sensitive client documents in the jurisdiction of your choice

mydocsafe customer portals

MyDocSafe’s company and individual onboarding platform provides superior customer experience while speeding up sales and improving regulatory compliance.

  • First impressions matter. Your client’s onboarding journey needs to be as simple and efficient as possible, to avoid high abandonment rates, lost revenue and poor customer experience.
  • As a regulated firm, you will need to balance the obligation to comply with multiple regulations and reduce business risk whilst delivering fast and frictionless onboarding customer experiences. Download our client onboarding product sheet to learn more.
mydocsafe customer portals

Collect more accurate client data with secure e-forms

  • Design your own logic based forms and deploy them securely
  • Improve data quality and speed of obtaining detailed client briefs
  • Cut ‘time to revenue’
mydocsafe customer portals

Combat fraud with seamless AML/KYC checks

  • Real-time name, address and document verification
  • Incorporated into seamless on-boarding processes
  • Or used as a stand-alone service

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mydocsafe customer portals

Protect and manage all documents with industry-leading security

  • Fully-fledged DMS for professional services firms, including accountants.
  • Granular access rights ideal for both internal teams and clients that allows you to ring fence sensitive information from staff that do not need access to it.
  • Encryption key management service available for extra protection. Keep the keys yourself, escrow them with a third party or let us manage them for you.
  • Customer portals that show off your brand. Stay top-of-mind by keeping your brand in a private DocSafe of your client even for one-off transactions or after engagement ends.
  • Data held in Europe. Bespoke backup services are available.
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Add advanced security features where required

  • Use electronic signature with SMS verification or facial recognition checks.
  • Verify authenticity of e-signature through our verification page.
  • Stamp important documents on the Ethereum blockchain.
  • Escrow private encryption keys with a reputable third party or hold them yourself for added re-assurance.

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MyDocSafe is the only document security and e-sign software you need.

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