Onboarding

Generate leads, funnel users through an optimised application process and retain them with a first-class customer dashboard.

An application process is a fundamental aspect of onboarding investment clients. Our white label application process allows product and account selection, gathers KYC data, performs automatic AML and provides the ability for clients to fund their account using open banking technology.

Features included

Lead/data capture

Collecting data early in the application process provides multiple benefits;

an easy way for potential clients to commit, meaning they're more likely to complete the application
allows the user to log back in should they wish to continue later
provides you with data to perform a follow-up process to support the client with their application.

Appropriateness

Depending on your regulatory requirements we can provide an appropriateness process to ensure the right client is applying for the right product at the right time. Automatic scoring can dynamically display appropriate products. Please note that all content and scoring will be your responsibility. We will never advise or guide on regulation.

Product selection

Guide clients through the product selection process providing the information that they may need to make an informed decision, including relevant documents, information on risks and detailed data on the products themselves such as holdings data.

KYC/AML

KYC & AML are integral to the application process. Capture and store all relevant information about your clients and use best-of-breed technology to perform automated AML checks.

Payments

Your new application process will integrate with Truelayer which uses open banking technology to allow users to fund their account without leaving the application, or indeed, via their banking app.

If you would like to contact us by email please write to
hello@arrowonline.co.uk

White label investment application