Digitally onboard your customers within
minutes with the help of
state-of-the-art tools and technology.
Digitally onboard your customers within minutes with the help of many industry first features and robust tools that leverage on cutting edge technology to enable seamless onboarding with ease and comfort.
Our solution is all-encompassing and integrates with all the key players within the BFSI ecosystem and ensures100% compliance. It is equipped with in-built rule based engine which produces customized workflows depending on profile of the customer who is being onboarded.
Now digitally onboard these entities with zero paper process
Customer on-boarding
Assisted on-boarding
Employee on-boarding
Partner on-boarding
Authorized person on-boarding
Agent on-boarding
KYC support for :
Individual
Fully online digital onboarding system, onboard a customer within 10 mins.
Corporate
Partially online digital onboarding system, enables directors of the firm to complete the KYC form.
Partnership
Partially online digital onboarding system, enables partners of the firm to complete the KYC form.
HUF
artially online digital onboarding system, enables karta of the family to complete the KYC form.
Trust, LLP, Banks & Other legal entities
Partially online digital onboarding system, enables directors of the firm to complete the KYC form.
Simplifying on-boarding process with best in class UI/ UX & AI
Save on costs
With paperless process you can engage our RPA processes which ensures you deploy your manpower for more important activities rather than doing mundane chores.
Customer satisfaction
Our UX engages with your customer in making his onboarding journey a memorable experience
Fully complaint with SEBI, Exchanges and Depository regulations
Our platform us fully complaint with latest rules and regulations of SEBI & RBI
End to end compliance
Our customers can worry about onboarding their clients, the platform takes care of being complaint with KRA, CKYC, Exchanges, Depositories and SEBI
Improve productivity
Our RPA processes complete mundane tasks thereby enabling your key resources to focus on other important tasks, thereby increasing productivity
Improve accuracy and reliability
Our AI engine performs the following to ensure accurate and reliable information is fed into the system.
Face match, Liveliness checks, Voice checks
Tailor made, fully complaint workflows to digitally onboard
Partner / Sub Broker
Rule based workflow to onboard sub broker, with flows for documents collection & approval, digi-sign, IPV etc.
Authorized Person
Rule based workflow to onboard AP, with flows for documents collection & approval, digi-sign, IPV etc.
Agent
Rule based workflow to onboard Agent, with flows for documents collection & approval, digi-sign, IPV etc.
Employee
Rule based workflow to onboard an employee, with required flows for documents collection, digi-sign, IPV etc.
Vendor
Rule based workflow to onboard vendor, with flows for documents collection & approval, digi-sign, IPV etc.
Superior tech at play
AI tools to identify frauds
- Speech recognition
- Liveliness checks
- Emotion tracking
- Eye movement tracking
- Video recording and passive tracking
Chat Bot
Chat-bot based KYC for the younger investors which engages them with colloquial and informal conversation
OCR & Face matching
Super fast OCR and photo face match ensures 0% fraud.
Robotic process automation
Scoring system for each KYC ensures that any KYC which is more than the defined score is auto approved based on the rules set by the broker.
RPA does all the pre-set rule based activities
Track campaign wise performance & milestone based customer journey
Campaign performance
Platform can be integrated with UTM codes for individual campaigns and spends.
Realtime tracking of number of leads vis-a-vis number of customers onboarded.
Lead wise ageing report which helps identify the number of days taken by the customer to complete the process
Customer journey tracking
- Track journey of leads in different stages
- OTP stage
- Profile stage (Digi-locker/ KRA etc)
- Address stage
- Bank stage
- Demat stage
- Exchange stage
- IPV / Liveliness stage
- Digi-sign stage
- Journey tracking helps identify campaign performance and difficulties faced by the customers.
Choose Your Plan
Let's choose the package that is best for you and explore it happily and cheerfully.
Free Plan
- Unlimited Bandwidth
- Encrypted Connection
- No Traffic Logs
- Works on All Devices
Free
Standard Plan
- Unlimited Bandwidth
- Encrypted Connection
- Yes Traffic Logs
- Works on All Devices
- Connect Anyware
$9/mo
Premium Plan
- Unlimited Bandwidth
- Encrypted Connection
- Yes Traffic Logs
- Works on All Devices
- Connect Anyware
- Get New Features
$12/mo
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