Digital Client Onboarding Solution provides a single platform for banks to onboard clients easily and securely, using mobile banking or internet banking channels.
Built-in Regulatory Framework
Easy to use, intuitive dashboard provides always-on digital convenience, real-time visibility and absolute control over every element of the client’s portfolio.
Attract, Track, Convert More Leads
Easily configure Roles/Teams/Users with field level access controls to meet your compliance and operational requirements.
Campaign can be triggered to the selected segment and reach the target audience in the right way!
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.
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.
A Comprehensive view
User Clients love this – dynamic, real time, portfolio-wide summary of all important entries, connected to their accounts.
Financial services often undertake labor-intensive and costly customer onboarding processes, which can lead to high drop-out rates.
We revolutionize your client's onboarding experience by condensing months into minutes while boosting security.
Seamlessly manage your leads and clients, with our in-built Client Manager for the financial industry.