Speed up sales with risk management scorecards.
Calculate client risk with bespoke and comprehensive scorecards
Delegate scoring authority, escalate decision making, keep track of all decisions.
Comply with GDPR
Automate and secure your on-boarding.
Standardise your process
Collect data, check identity and documents, sign contracts
Collect your fees and deposits
Take the stress, delays and errors out of the equation.
Save everyone filing time.
Become more sustainable and reduce your carbon footprint.
Monitor progress, automate reminders and alerts.
Minimise client churn with fast and easy renewals
Track data changes during the tenure of your agreements.
Request updates only for documents or data that have expired.
Minimise data re-entry.
Full audit trail throughout.