All solutions
Signing up a new client takes days of chasing
We collect the documents, check the details and open the accounts, so a new client is ready fast.
What goes wrong today
Taking on a client means dozens of small steps — identity checks, chasing documents, typing the same details into several systems, then following up on what is missing. It is slow for the client and draining for your team.
What we do about it
We build the whole sign-up path as one flow: the client uploads what is needed, the identity checks run, the details are checked for mistakes, and the accounts are opened in every system you use. Your team only steps in when something does not add up.
Capabilities
What you get
Identity and background checks run on their own
Asks the client for what is missing, and checks it
Opens the accounts in every system you use
Everyone can see how far along each client is
Different steps for different kinds of client
Keeps the record an auditor will ask for
Ready to automate client onboarding?
Book a demo to see how Codnov AI can transform your client onboarding workflows.