Open platform that supports fintech companies digital transformation
Investor Account opening
Investment services agreements opening (with gov.gr authorization)
Customer - Investor suitability testing questionnaires
Opening an investment account
Target market definition
KYC (Know Your Customer) – customer profile update
Interface with gov.gr platform
Business digital transformation
Provision of upgraded user friendly, safe and fast services
Connection with gov.gr digital platform for the creation of authenticated documents
Economies of scale: time and costs reduction
Improved user experience
Reduction in the company’s ecological footprint
On-boarding customers to the app is easy and fast. In any case, the necessary fields of customer data must be filled in (MiFID requirements), but the program provides the possibility of easy use and registration of the mandatory fields in order to carry out the on-boarding of the customer correctly and quickly.
The uploading of the customer's documents is carried out completely digitally, which contributes both to the creation of a digital identity of the customer and to the digital transformation of all related services.
All the above actions are carried out digitally while there is the possibility of digitally updating the customer details. By digitizing the entire process, many man-hours are saved, economies of scale are realized and time and money costs are saved.
Due to the avoidance of printing (documents, contracts, questionnaires, etc.), the company's ecological footprint on the environment is reduced, minimizing the need to use natural paper.
Getting started is easy! Just fill out the contact form and you will be receiving an email with all the infomating you need.REQUEST DEMO