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Digital client onboarding

We are experts for Digital Client Onboarding and help customers unlock their digital business potential with fully digital and compliant front-to-back processes.

Consistent front-to-back processes

1. Biometric Identification

Frictionless digital registration. We implement secure document upload portals that instantly verify identity documents (Passport/ID) against global databases, eliminating manual data entry errors.

Digital Onboarding ID Verification

2. Real-Time Digital KYC

Automated compliance screening. We run instant background checks against AML (Anti-Money Laundering) and PEP lists, ensuring full adherence to "Know Your Customer" principles without slowing down user acquisition.

AML Screening Compliance Audit

3. Video Verification

Identity proofing without physical presence. We integrate live or asynchronous video verification tools that use liveness detection to prevent spoofing, making remote onboarding legally binding and secure.

Liveness Detection Remote Auth

4. Secure Virtual Rooms

Encrypted client advisory. We build secure virtual collaboration environments for sensitive video consultations, screen sharing, and document review, facilitating high-touch client relationships remotely.

Encrypted Stream Client Portal

5. Qualified eSignatures

Legally binding execution. We implement Advanced and Qualified Electronic Signatures (AES/QES) workflows, allowing clients to sign contracts instantly from any device with full legal validity.

Legal Binding eIDAS Compliant

6. Digital Escrow Payments

Secure high-value transfers. We integrate digital escrow payment rails for transactions over $10,000, ensuring funds are verified and protected until contract terms are fully met.

Secure Transfer Trust Account

From bank account opening to complex contract structures of legal entities with large data amounts and extensive cross-departmental workflows or approval processes.

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End-to-End client onboarding service


We help to efficiently onboard new clients by assembling the following product modules!

Identity

Identification | KYC | Verification

Fast and reliable client identity verification via Online, Remote, or Video Technology. We perform background and compliance checks in real-time to prevent fraud and increase conversion.

Video Collaboration

Video Collaboration

Secure video meetings to share, jointly discuss, and rework documents. Seamlessly integrated into your environment with Swiss-server data security and full compliance transparency.

e-Signatures

Electronic Signatures

Legally binding electronic signatures for contracts and documents (Qualified, Advanced, and Standard). Accelerate your signing process while ensuring cost-effectiveness.

Complete Digital Onboarding


A unified, compliant ecosystem for welcoming both private clients and corporate partners.


Partner Ecosystem

Digital Onboarding of Legal Entities

The Solution

Provide a unique solution for your business partners. The portal contains any digitized process you wish to offer, all the way up to a legally binding electronic signature.

Standards

Empower your business partners and remain fully in control of defined quality standards. Upon approval, partners can individually select services for their own clients.

Efficiency

Reduce complexity and increase service efficiency by offering enhanced video collaboration during the onboarding processes.

Legal Entity Onboarding Process
Explore Partner Onboarding →
Private Clients

Digital Onboarding of Natural Persons

Macro Process

Efficiently onboard and manage new and existing clients via fully digital and compliant «Front-to-Back» processes.

Automation

Reduce administrative effort to a minimum through automation. Modules are easy to assemble – From Customer Identification to Electronic Signatures.

Integration

Ensure seamless integration of the «On-Premises» solution directly into your existing infrastructure.

Natural Person Onboarding Process
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Frequently Asked Questions

Are digital e-Signatures legally binding?

Yes. We implement Qualified Electronic Signatures (QES) and Advanced Electronic Signatures (AES) which comply with eIDAS (EU) and ESIGN (US) regulations. They hold the same legal weight as a handwritten signature in court.

What is "Liveness Detection" in video verification?

Liveness Detection is a security protocol that ensures the person in front of the camera is real and present. It prevents "spoofing" attacks where fraudsters use photos, masks, or pre-recorded videos to bypass identity checks.

Does this system satisfy AML (Anti-Money Laundering) requirements?

Absolutely. Our Digital KYC module automatically screens every applicant against global PEP (Politically Exposed Persons) and Sanction lists in real-time, providing an instant audit trail for regulators.

How long does the verification process take for a user?

For automated checks, it takes less than 60 seconds. The user simply scans their ID and takes a selfie. Video verification calls typically last 3-5 minutes, depending on your specific compliance script.

Do clients need to download an app?

No. We prioritize a frictionless experience. Our verification and signing tools are browser-based (WebRTC), meaning clients can complete the entire onboarding process directly from a link on their phone or desktop without installing software.

What happens if a user's ID is rejected?

Our system provides instant feedback (e.g., "Image too blurry" or "Glare detected"). If automated checks fail repeatedly, the case can be automatically routed to a manual review queue for human verification, preventing false rejections.

Can this integrate with my existing CRM (Salesforce/HubSpot)?

Yes. We use RESTful APIs to push verification status and signed documents directly into your CRM or core banking system. Your team never has to log into a separate portal to check a client's status.

Is the solution white-labeled?

Yes. The onboarding interface can be fully branded with your logo, colors, and domain. Your clients will feel they are interacting securely with your brand, not a third-party vendor.

Where is the client data stored?

We prioritize data sovereignty. Data is encrypted at rest and in transit, typically stored on Swiss servers or GDPR-compliant EU data centers, ensuring maximum privacy protection for sensitive PII.

How secure is the Digital Escrow payment?

Extremely secure. Funds are held in a regulated trust account. They are only released when pre-defined contractual conditions are met (e.g., "Asset Transfer Confirmed"). This eliminates payment risk for high-value transactions.

Do you have any questions or concearns?


We are available and happy to advise you personally. Our team of experts will get back to you quickly and reliably.


Prefer a call?


Book a short discovery call, and we'll explore how we can help you move forward with clarity and structure.

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