Redefined: The Digital Onboarding Experience For Your Clients
Product Features for 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:
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.
Product Features for FI's
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.
Today : Labor Intense & Manual Checking
Reviews and Verify
Identity & AML checks
Personal Details
Product Selection
Financial & Tax Details
Upload IDs, Doc.etc.
Tomorrow : Our Solution
Sign-up Digitally
Upload IDs, Doc, etc.
Product Selection
Financial & Tax Details
E-KYC AML/Blacklist checks
Client Onboarded
Launch Your Digital Onboarding Platform Within Two Weeks
Setup
Verify
Manage
