Redefined: The Digital Onboarding Experience For Your Clients

Digital Client Onboarding Solution provides a single platform for banks to onboard clients easily and securely, using mobile banking or internet banking channels.

1

Product Features for Clients

Digital Onboarding For Individual/Joint Accounts

An elegant, highly engaging digital onboarding platform for Individual/Joint accounts with built-in:​

  • Mobile first designs.
  • Social login options.
  • Configurable Regulatory Assessments based on selected products.
  • Unique liveness detections.
  • Integrated eKYC, AML PEP checks.
1
2
3
5
Digital Onboarding For Corporate/Institutional Clients

Robust, low drop-off digital onboarding platform for your Corporate/Institutional clients, incorporating:

  • Mobile first designs.
  • 100% digitized forms.
  • Digitised FATCA.
  • Integrated with DocuSign.
  • Flexible functional permissioning system, where multiple users operate one account.
  • Directors, Officers, Shareholders identity checks.
Integrated with Broad Range of Data Providers

Easy to integrate any third party service providers.

  • Built you own logic, for classification of clients online.​
  • Ready-made, customisable suitability assessment templates.​
  • Auto-validation of clients digitally, with any of the service providers below.
Public Bank
UOB
OCBC Bank
DBS
DBS
Powerful Simplicity Means Stickier Clients

Easy to use, intuitive dashboard provides always-on digital convenience, real-time visibility and absolute control over every element of the client’s portfolio.

Product Features for Brokers

Highly acclaimed Client Manager solution for all Brokers, either well established or just starting out. Everything we do here is designed to help you identify, acquire, engage with, manage and retain more clients rapidly. We also automate tedious administrative processes and workflows so you can focus on the strategic aspects of elevating your business.

Leads/Sales Management

Define your sales pipelines and get microscopic visibility of all leads as they track through various stages to account funding and first trade. Of course our Sales module also socialises, via a suite of API connectors, with all leading communications channels. Never miss a lead again.

1
2
3
4
5
6
7
8
Intuitive Dashboards

Dashboards provide a broad overview of your customer classifications, transaction volumes, customer activities, pending service tickets based on user role permission and access at a team or individual level.

User and Role Management

Easily configure Roles/Teams/Users with field level access controls to meet your compliance and operational requirements.

Configurable Campaign Management

Facilitates creation of email lists, management of email marketing campaigns, and tracking of email metrics, all within the platform.

Interactions

We speak your language. Our Interaction Module integrates seamlessly with all popular communications channels, neatly integrating all communications as well as service ticket generation and management. You can even send, receive and synchronise emails right within our Interaction Module, without the need to switch applications.

Regulatory Reporting​

Let FYNXT do all the heavy lifting on the regulatory reporting side. Trade reporting, statistics, leads, revenue, IB Fees, compliance, all automated to precision so you don’t need to touch it.

Client360

Consolidates, accounting, credit, interactions, trade transactions and demographic data to create a real time, 360-degree view of every single Client.

Account360 View

User Clients love this – dynamic, real time, portfolio-wide summary of all important entries, connected to their accounts.

Today : Labor Intense & Manual Checking

Financial services often undertake labor-intensive and costly customer onboarding processes, which can lead to high drop-out rates.

Reviews and Verify
Approved
Requires Sales / Operations team to support end users
Request New Documents and more information's
Identity & AML checks
Sign Up
Separate forms and steps for Individual, Joint, Corporate and Trust Applications
Personal Details
Product Selection
Financial & Tax Details
Upload IDs, Doc.etc.
Download scans & email documents

Tomorrow : Our Solution

We revolutionize your client's onboarding experience by condensing months into minutes while boosting security.

Sign-up Digitally
Upload IDs, Doc, etc.
Product Selection
Financial & Tax Details
E-KYC AML/Blacklist checks
Client Onboarded

Launch Your Digital Onboarding Platform Within Two Weeks

Setup

Choose a template from our pre-built solutions, for both retail and institutional clients.

Acquire

Digitize your existing forms and receive online applications, in a more secured and scalable way.

Verify

Integrated eKYC and AML, automated classification/suitability tests, to fulfil your compliance and regulatory requirements.

Manage

Seamlessly manage your leads and clients, with our in-built Client Manager for the financial industry.​​

Related Products

Take a Personalized

Platform Demo

The Technology Provider to the Global Financial Services Industry.
Request Demo