← Financial services
Onboarding tracked from first contact to complete file.
Fact find, risk profile, authority to proceed and Financial Services Guide delivery, all in one tracked workflow.
InClient documents and forms.
OutA complete file and a completion record.
How it works today
- Client documents arrive in every format and get typed into the fact find.
- Each onboarding step is tracked in a spreadsheet or someone's head.
- Files are found incomplete at audit time.
What we build
- Step 1Reads client documents into the fact find.
- Step 2Captures the risk profile.
- Step 3Routes authority to proceed and records FSG delivery.
- Step 4Chases missing items and tracks completion for every client.
Where a person stays in charge
Your team reviews the completed file. Identity verification stays with a specialist provider, and we connect to it.
Connects to
Your CRM, advice platform and document store.
What we measure
- Days from first meeting to complete file
- Incomplete files found at audit
- Staff hours per onboarding