Digital RE-KYC solution
ensures that your customer data stays
accurate & up-to-date.

Digital re-onboarding solution ensures that your customer data stays updated in the ecosystem by leveraging cutting edge technology which enables customers to update their information with customized workflows. The solution is deeply integrated with your back office to identify the type of KYC required (Full, Partial) for the individual customer based on his last transaction date. ​ ​ ​

The solution seamlessly integrates with Exchanges, Depositories, KYC & CKYC to update information thereby ensuring 100% compliance.​

Multiple changes within one solution​

Re-activate dormant account​

Change mobile / email id

Change bank details​

Change in address​

Exchange segment addition​

Nominee registration

Online account closure

Demat account change

Rule based workflows ​to meet individual​ customer requirements ​& ensure ​broker compliance​

Rule based engine​

To identify the type of KYC & workflow required for dormant clients.

Integrated with Aadhaar sign for compliance; kicks-in depending on the status of the customer.​

Keeping the ecosystem updated

Updates key entities like Exchanges, Depositories, KRA, CKYC & Backoffice for any updates that are carried out by the Customer.​​

Back-office integration

Integrates with back-office for identifying ledger, DP holding for customers who want to close their accounts online.​​

Superior UX helps​ in engaging customer ​ journey throughout the​ re-kyc process ​

UI /UX

Superior single page engaging process with which ensures change process is simple for the customer.​​​​

Simplified customer journey​

Customer can update multiple sections with single time authentication​

Based on the type of changes, customized workflow is deployed for individual customers​

Customer journey tracking​

Track customer wise milestones with drill down MIS​

Newly launched ​regulatory features​​

Online account closure​​​

Rule based customized workflow to identify client ledger balance & DP holding.​​

Enables different workflows for different scenarios depending on ledger and stock balance of the customer​

Integrates with backoffice, depositories and exchanges for seamlessly updating information​

Online Nomination

Rule based workflow for enabling nominees either minor or major.​​​​

Integrates with back office, depositories and exchanges for seamlessly updating information ​

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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