Investor Onboarding
Engage and retain investors effortlessly with our AI-powered, zero-code platform, optimised for the digital era.
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Zero-code, all access-onboard investors faster
Finnate Investor Onboarding is hyper-configurable, scalable, and secure. Engage and retain investors effortlessly with our AI-powered, zero-code platform that is designed to accelerate growth for digitally ambitious financial firms.
Truly transformative benefits
Get the edge of cutting-edge
Multi-channel onboarding for consumers, brokers and intermediaries
Frictionless journeys
Error-free data extraction through OCR
Document upload and management
E-signing facility
Regulatory compliance
Integrated with ecosystem and core systems
Configurable workflows
3rd party API integrations for identity verification & authentication, KYC authentication
End-to-end encryption
Proven results, measurable impact
50
%
Cost savings in new customer onboarding
50
%
Reduction in customer drop-offs
80
%
Faster onboarding process
70
%
Increase in customer satisfaction
