CLIENT PULSE
Next-gen digital, continuous eKYC/eAML client onboarding lifecycle with digital passporting.
End-to-end financial service client onboarding in minutes, not months.
Component-based, modern technology for fast, efficient & configurable setup.
Industry's first fully digital client onboarding platform to:
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Accelerate client engagement
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Reduce risk and enhance compliance
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Provide perpetual, automated eKYC/eAML checking
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Embrace modern technology components for customizations
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Enable clients to fast-track onboarding through digital passports
You only get one chance to make a first impression.
Make it count.
Client Pulse uses advanced technology and data science to improve client experience & increase the speed of business while reducing cost & enhancing your KYC/AML compliance.
Client Pulse's modern technology and composable architecture fully digitizes, automates, & continually monitors onboarding KYC/AML risks using traditional & alternative data sources.
Client Pulse has automated each stage of the onboarding and documentation lifecycle --
sales, operations, accounts, compliance, credit, product approval & document negotiation.
You and your clients will be ready-for-business across any legal entity type, family office, or individual in minutes, not months.
OUR TECHNOLOGY
Smart solutions are at the core of everything we do.
Our primary mission is to revolutionize the financial service client onboarding lifecycle by re-thinking the problem, end-to-end, and providing clients a modern platform unlike any other.
Utilizing advanced technology, both traditional and alternative sources of data, combined with state-of-the-art data science, Client Pulse is able to solve the pain points of high cost, poor client experience, and lengthy delays through the client onboarding lifecycle.
Through the creation of client digital passports, we enable fast-tracking efficiency across all parties while accelerating client engagement, reducing risk, and enhancing compliance.
Modern Platform
State-of-the-art architecture that is adaptable and scalable to your business using innovative technology, not professional service spending.
Data & Data Science
Driven by data & data science for maximum efficiency, greatest accuracy, and full compliance to the highest regulatory standards.
Digital Passporting
Automated, perpetual KYC/AML checks, enabling clients with digital passports to fast-track onboarding in a matter of minutes not months.
Click below to learn more about the platform and our technology or to arrange a demo.
"The secret of getting ahead is getting started"