Redefined: The Digital Onboarding Experience For Your Clients

Individual /
Joint

Client Onboarding

• Mobile-first design.
• Social Login options.
• OTP confirmation.
• Face Authentication.
• Automated OCR.
• Unique Liveness detection.
• Integrated eKYC, AML, PEP checks.
• Extendible Client Management Platform Client Portal with Intuitive Dashboards and integrations.

Corporate /
Institutional

Client Onboarding

• Mobile first designs.
• 100% digitized.
• Digitised FATCA.
• Integrated with DocuSign.
• Multiple users can operate one account/ Users Management.
• Directors & Shareholders identity checks
• Regulatory Assessments based on selected products

Integrated
Compliance

Built-in Regulatory Framework

• Build your own logic for Classification of clients online.
• Ready made assessment templates for online test.​
• Validate Customer digitally with a service provider below:

Extends to any provider with API's

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.

Leads/Sales
Management

Attract, Track, Convert More Leads

• Organize your lead management with ease.
• Segment the leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early.
• Track lead sources to evaluate the effectiveness of lead generation channels used in your marketing campaigns and focus your efforts on the best performing channels.

Intuitive
Dashboards

And Reports

• Intelligent real-time Dashboard to monitor your business KPIs.
• Built-in analytics includes Client & Account distributions, Wallet transactions, Trade volumes, Operations & Sales activities, and much more.

User and Role
Management

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

Run Intuitive
Campaigns

Campaign can be triggered to the selected segment and reach the target audience in the right way!

• Segment based Campaign
• Right audience receive right communication at the right time
• Execute most relevant steps based on the audience response
• Used for Up / Cross Selling
• Helps to fetch quality Leads

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.

Client
360 View

A Comprehensive view

• Client360 is a unified view of an individual client! Everything your client do is available in a 360 -view.
• The built-in access compliance ensures that the right person/team has specific access at a field level.

Account 360
View

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