Digital client onboarding, MIF investor profile deductions, investment proposal.
Improved customer satisfaction.
Data accuracy, manual errors eliminated, and the data can be re-used.
3 FTE Equivalent savings
The process is done via Excel and Email. Each person / team has its own way of working and there is no golden data for a customer (in terms of information or document):
With 2OS, client designed an application to digitalize KYC process with a tailor-made solution: