Account Opening

  • Streamline Account Opening

  • With the exponential growth of global economy, account opening environment has become more complicated. Brokerage firms and institutional banks were facing difficulties in processing the influx of information and looking for a feasible solution to simplify the account opening process.

  • Creating a Hassle-Free Customer Experience

  • Web & mobile interfaces with responsive design across all screens
  • Simplify user experience without compromising security
  • Support multi-document verification
  • Seamless SMS / Email verification
  • Autosave features
  • KYC / AML Assessment
  • Integration with Ayers / 3rd Parties API
  • Account opening progress verification
  • Accelerate customer onboarding and transactions

  • Forging a Customizable Administrative Portal

  • White-label solution with customized brokerage logo, label and identity
  • Customizable account opening form suits all regulatory needs
  • System privileges including client information query and account opening review for internal users
  • User Management to administrate user account status and usage rights