We partnered with Stephenson Law to transform their client onboarding experience…
Stephenson Law are an alternative law firm offering straightforward advice without the jargon.
Although there are loads of off-the-shelf onboarding platforms out there, they didn’t feel that any of them were right for them or their clients, so they realised that developing their own was the best step forward.
It was at this point that they approached us and the real fun of dreaming up and bringing to life their ideal system began!
Here’s a sneak peak of their new client onboarding process…
We built a seamless client onboarding system that allows clients to remotely verify their ID and review and accept engagements at the click of a button...
Clients take a selfie and a photo of their ID from anywhere in the world
KYC and AML checks are automatically handled by a third party processor
Staff dashboard allows easy tracking of client onboarding progress
Support staff can quickly & easily draft engagements by using templates (which are fully customisable)
To help manage compliance risks, the engagement has to be reviewed by both the lead advisor and a director before it is sent to the client
Client can review and accept the engagement directly from their dedicated client portal
Together We Build Dreams
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