Corporate onboarding without the email chase

The starting point

A client has a commodities and metals desk that onboarded corporate hedgers by email. Incorporation papers, ownership charts and signatory lists went back and forth, and nobody could say which applications were stuck or why.

What they needed

• A document list that follows the entity type
• Checks on directors, beneficial owners and signatories in one case
• An approval chain that follows the desk's authority model
• A clear view of stuck applications

What FYNXT delivered

FYNXT set up a corporate journey in Digital Onboarding and Financial CRM. The document list follows the entity type, directors and beneficial owners are checked inside the same case, approvals follow the desk's chain, and compliance tracks every application in one queue.

Solutions used

• Digital OnboardingCorporate journeys, owner and signatory checks, approvals.
• Financial CRMOne queue and one case history for compliance.