Protegent Customer Onboard
Protegent Customer Onboard Brochure
Learn how Protegent Customer Onboard helps expedite the new account opening process while remaining compliant.
Protegent Customer Onboard facilitates and expedites the process of opening new brokerage and non-brokerage accounts. Available as a stand-alone solution or as an integrated component of Protegent Surveillance, Protegent Customer Onboard provides a single point of entry for distinct account types across multiple back-office applications. By automating time-consuming, manual tasks, Protegent Customer Onboard helps to ensure greater regulatory compliance.
- Streamlines account opening processes
- Provides a single point of entry across multiple back-end applications
- Automates many time consuming and error prone tasks
- Combines with Protegent Surveillance or available as a stand-alone product
- Lowers operation costs by streamlining procedures
- Reduces training time and investment for new brokers
- Ensure compliance with Office of Foreign Assets Control (OFAC) and Anti Money Laundering (AML) regulations
- Improves broker satisfaction, resulting in higher open rates and representative retention