Trusts | Corporate Service Providers | Fiduciary Services | Estate Managers
Trust and Corporate Service providers are increasingly facing more and more regulatory challenges and Know Your Customer (KYC) has become one of those challenges that is increasingly expensive, resource-intensive and liable to complicate relationships. Digitise your client onboarding (KYC) while complying with regulatory requirements and add transparency to the entire process. Give your customers a modern digital experience, while streamlining your backend processes.
Sales | Relationship Managers | Customer Service
- Faster Client Onboarding. Faster time to revenue
- Reduce abandonment (drop-outs) giving you more clients
- Simplify interactions with clients and communicate via multiple channels
- Gain visibility over what’s in your pipeline and get visible progress updates
Back Office | Compliance | Operations
- Simplify internal approvals and ensure compliance with regulators
- Scale your business without increasing your headcount
- Integrate with existing systems for a streamlined, automated workflow
- Connect directly to leading AML/CFT/PEP screening providers
- Monitor risk throughout the customer life cycle
- Bonus: Manage HR, Vendor & Third Party onboarding
Find out how we do it and arrange a live demonstration today and check out our Link|FS White-Label page.