Configure your onboarding flow
Choose required steps, data fields, and verification rules.
Featured Solution
Automated Client Onboarding
Streamline the journey from lead to funded account with automated onboarding flows, welcome sequences, and guided account setup.
Key Benefits
Convert more users with a smooth, automated sign‑up experience.
Instant setup
Launch a complete onboarding flow in minutes, ready for your users.
Built‑in compliance
Meet regulatory requirements with automated verification and checks.
Guided user journey
Help users complete onboarding with clear steps and real‑time feedback.
Time to Launch
Completion Rate
Compliance Ready
Approval Time
Overview
Frictionless onboarding
Streamline user onboarding with fast verification, guided steps, and automated approvals.
How It Works
How Automated Client Onboarding Works
See the key steps that guide your day‑to‑day operations.
Automate checks
Enable automated verification and real‑time approval logic.
Go live
Activate your onboarding experience and start converting users instantly.
Deliverables
What You Get
Everything included with your Automated Client Onboarding implementation.
End‑to‑end onboarding setup
A complete workflow designed to guide users from sign‑up to approval.
Automated verification
Integrated checks for identity, compliance, and user data validation.
Conversion insights
Analytics to understand bottlenecks and improve completion rates.
VERIFICATION
Automated KYC and Identity Verification Flow
Reduce time-to-trade for new clients with an automated verification pipeline that processes documents, performs liveness checks, and approves accounts in minutes.
- Digital Document Upload and Scan
- Real-Time Liveness and Selfie Check
- Multi-Jurisdiction Compliance Rules
- Instant Approval and Account Activation
- Abandonment Recovery Workflows
- Progress Tracking
WORKFLOW
Guided Onboarding Workflows and Checklists
Lead every new client through a structured activation checklist covering document submission, suitability assessment, first deposit, and initial trade — maximising early engagement.
- Interactive Activation Checklist
- Suitability and Risk Assessment Forms
- Automated Welcome Email Sequences
- Automatic Agent Assignment Rules
- Onboarding Funnel Analytics
- Instant Account Approval
Ready to transform your operations?
Start building smarter workflows today with our tailored solutions.