Digital Client Onboarding Solution provides a single platform for banks to onboard clients easily and securely, using mobile banking or internet banking channels.
An elegant, highly engaging digital onboarding platform for Individual/Joint accounts with built-in:
Robust, low drop-off digital onboarding platform for your Corporate/Institutional clients, incorporating:
Easy to integrate any third party service providers.
Easy to use, intuitive dashboard provides always-on digital convenience, real-time visibility and absolute control over every element of the client’s portfolio.
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.
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.
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.
Easily configure Roles/Teams/Users with field level access controls to meet your compliance and operational requirements.
Facilitates creation of email lists, management of email marketing campaigns, and tracking of email metrics, all within the platform.
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.
Consolidates, accounting, credit, interactions, trade transactions and demographic data to create a real time, 360-degree view of every single Client.
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.