efficient & intelligent digital onboarding solutions

A comprehensive digital onboarding solution that improves accessibility and enhances the customer experience during that all important first interaction.

create a seamless digital client 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 and digitalising the onboarding process, giving 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 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 solution can be adapted to incorporate company-specific workflows.

simplify the account opening process

Our digital on-boarding solution provides your 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 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 KYC and AML information and processes are being managed in a single, integrated solution.

Support and streamline your compliance program through digital KYC, CDD and AML 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.

key digital onboarding tools

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

cross-platform
responsiveness

customisable
workflows

AUTO SCAN
(OCR)

biometric
authentication

electronic
verification

provide a more comprehensive digital 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 experience.

Screenshot of Invsta onboarding section for KiwiSaver providers.

Streamline the onboarding process to scale your business, open up new channels to market and provide instant investment access

Download the digital onboarding brochure below.