Digital Investor Onboarding
Revolutionize investor onboarding through a modern, digital experience.
Business Challenge
Offering personalized onboarding experience is difficult.
Investors want
self service
Investors want self service to save their time.
High
Abandonment
Investors walk away because of cumbersome forms and document requirements.
Bad
Experience
Time taking and cumbersome process create bad experience
Resource Extensive
Extremely expensive and time consuming traditional process, which multiplies with the thousands of investors.
The Solution
We help Investment firms digitize the onboarding process so that they can reach the investors without any barriers, allowing them for quick and intelligent service delivery.
Digitize Onboarding
Our no-code Form Builder will make your job more enjoyable. Drag and drop components, custom validations, adjusting the buttons — flexibility is all yours
- Automated Onboarding
- Personalized Journeys
- No Code Builder
Automated KYC & Identity Verification
Leverage a wide range of identity verification methodologies to verify the investors in real-time to reduce the risk of identity fraud.
- No vendor dependency
- Reduce risk
- Defend Frauds
Document Collection & Verification
Collect required documents and do real-time forgery verification. Facial comparison and optical character recognition technology have added another layer of confidence to the customer’s credibility.
- Send link to collect docs
- Verify document legitmacy
- OCR extraction
One solution for every use case
Quickboarding helps you sourcing and managing investors while keeping you compliant.
DEMAT ACCOUNT
Counter your challenges with contactless Demat Account Opening
Onboarding is a critical part of user’s experience with your business. Lot of regulatory requirements can break the expected user experience. Quickboarding can help you in creating flawless onboarding experience while keeping you complaint.
NON-DEMAT ACCOUNT
Counter your challenges with contactless loan origination
Quickboarding’s No-Code platform can help you deliver any kind of onboarding use case in least time and complete flexibility while keeping you complaint at every stage.
Here are some usecases:
- MFs Onboarding
- ETFs Onboarding
What Impact ?
Competitive Advantage
Efficient Onboarding
Enhanced Visibility
Enhanced Experience
Enable True Digital Transformation
- No Code Platform
- NO Vendor Lockin
- 100% Flexibility