SpeciVIMCO

Digital Client Onboarding

Automated smooth and fast client onboarding

Strengths

  • Faster Onboarding Process
  • Better customer experience
  • Automation forms selection and fill-in
  • Fully parametrizable
  • Multi devices access for clients and wealth managers
  • User friendly with responsive design

Functions

 

    • Risk Investment Profile assessment
      Automated selection and generation of required forms. Fully configurable by the bank, this function takes into account the client profile and needs. 
    • KYC and SOW module
      Intelligent and automated selection and generation of required forms based on the client profile and needs. View projected cash flow in a timeline display with ability to view detailed cash flow transactions 
    • Automated Process
      The Decision Tree included in the app has preconfigured rules that define account roles, private and business relationship and generate related suitable forms.
    • Intelligent prefilled forms generation
      VimCo generates prefilled forms ready to be signed and. Forms could be modified manually if needed.
    • ID Card Recognition and Document scanning
      Scan quickly and easily all the documents needed. Pref-fill automatically all the forms with the client ID data. 
    • Integrated Q&A
      OECD referential, regulations rules, Internal processes, product presentation at a glance. 
    • Digital Signature

Start Your Project with Us

Whatever is your goal or project size, we will help you. Your satisfaction is our priority.

One of the best ways to learn about a company is not what it says about itself, but what its clients say about it. And it's no different at SpeciTec, the long-term relationships we build with our clients mean everything to us.

Franck Oliger

CEO of SpeciTec

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