comprehensive digital client onboarding solutions

Enhance the client experience and improve accessibility during that all important first interaction. Our white label digital client onboarding solution is designed specifically for wealth managers and financial service providers.

create a seamless digital client onboarding experience

How can companies attract the next generation of digitally-savvy investors while reducing the cost of acquisition?

Create a delightful and engaging first impression by simplifying the onboarding process. AML technology integrated into a digital client onboarding form gives new customers instant access to sign up and make an investment in a matter of minutes.

Screenshot of Invsta digital onboarding solution, using facial recognition.

customisable digital onboarding solutions

Our solution is designed to cater to multiple account types, and can be customised to your brand. From quick and simple individual account opening, through to complex, multi-level ownership structures and wholesale investor documentation, our new client onboarding forms can be adapted to incorporate company-specific workflows.

simplify the account opening process

Our digital client onboarding solution for the wealth management industry provides customers with a slick design and delightful user experience.

Enable potential clients to invest instantly, by making it easy for them to create an account online.

Open up new channels to market by making it easier for clients across the wealth spectrum to sign-up and invest with confidence.

Replace time-consuming and complicated paper-based forms with a slick digital onboarding experience.

Reduce administration overheads through automated workflows that validate, capture and store client information - all in a matter of seconds.

intelligent workflows to automate compliance

Be confident knowing that all regulatory compliance information and processes are being managed in a single solution through integrated KYC and AML technology.

Support and streamline your compliance program through automated KYC, CDD and AML technology processes.

Biometric authentication can be seamlessly woven into the digital onboarding process, providing an extra level of verification and security.

Electronic verification provides real time confirmation of AML information.

Optical Character Recognition (OCR) enables customers to quickly take take a photo of their ID and other documents and pre-populate the information, reducing the time to open an account.

expand your market reach

Our digital customer onboarding solution is suitable across most countries and jurisdictions, helping your business to tap into new markets. Our system has access to global databases, making it easier then ever before to seamlessly manage KYC and AML process.

key digital onboarding tools

Improved efficiencies, automated workflows and visibility over the sales cycle reduces administrative time and cost overheads while providing a great onboarding experience.

cross-platform
responsiveness

customisable
workflows

AUTO SCAN
(OCR)

biometric
authentication

electronic
verification

provide a comprehensive digital client onboarding offering

For a complete digital investment experience, digitalise key aspects of the investment journey. Online investment, transaction and risk profiling capabilities can all be integrated into the online process to promote a more holistic and engaging customer experience.

Screenshot of Invsta onboarding section for KiwiSaver providers.

Industry Insights

Biometrics: The future of safe, remote access for investors

OCTOBER 28, 2020

Lifting the lid on digital Millennial wealth management

FEBRUARY 4, 2021

KiwiSaver tools and portals key for member value & retention

MARCH 10, 2021

Streamline the onboarding process to scale your business, open up new channels to market and provide a seamless digital client experience.

Download the digital client onboarding brochure below.