MiFID 2 requires financial institutions to categorise their clients as either retail or professional in order to continue trading with them.
Our MiFID2 categorisation platform is an enterprise-grade solution that automates that process for UK local authorities and banks. Read more about it here.
Simplify and automate the entire process.
Digitally collect the required information and approve it internally.
Transmit information securely to selected external parties.
Cut compliance cost
Resubmit updates with ease.
Fully configurable platform that can be used for any type of professional clients.
Electronic signature, e-forms, contract templates built-in
Business development opportunities for financial institutions via internal marketplace