Secure and elegant client onboarding.

  • Design and deploy end-to-end onboarding workflows including e-forms, ID-checks, contract signing and payment processing.

  • Reduce ‘time to revenue’ from new prospects.

  • Make a great first impression.

  • Never ask your prospects for sensitive information via email.

Automate client onboarding processes

Automate client onboarding processes.

  • Design bespoke onboarding flows for every client type or service.

  • Combine form filling, file upload, AML checks, contract signing and payment collection in one seamless process.

Automate client onboarding processes
Superior client experience

Superior client experience.

  • Make a great first impression: send a beautiful email with a single secure link to the sign-up process.

  • Give every customer a free portal with their copies of all signed documents.

  • Show off your brand.  Keep your brand presence in a private DocSafe of your client even after the engagement ends.

  • Signing up fast is a new source of competitive advantage.  Taking too long to onboard clients can cause them to go elsewhere.  Speed, accuracy and data security are therefore new ways to improve customer experience and loyalty.

Grow your revenue faster

Grow your revenue faster.

  • Signup new customers in minutes rather than days.

  • Improve data quality provided by prospects.

  • Reduce deal abort risk.

  • Cut costs with real-time AML/KYC checks that work in 132 countries.

Grow your revenue faster
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And more…

  • Electronic forms to manage client queries and secure data input.

  • Templates to design your own bespoke contracts.

  • Workflow orchestration engine allowing you to build a flow from your own elements (such as forms, contracts, direct debit mandates, ID checks) into your bespoke onboarding experience.

Sell faster, work smarter.