Protegent Customer Onboard
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-end applications. By automating many time-consuming, manual tasks, Protegent Customer Onboard helps ensure greater regulatory compliance.
Features
- Combines with Protegent Surveillance or available as a stand-alone product
- Provides a single point of entry across multiple back-end applications
- Automates many time consuming and error prone tasks
- Helps to ensure regulatory compliance
Benefits
- Eases user frustration with inconsistent processes across different types of accounts
- Lowers operation costs by streamlining procedures
- Reduces training time and investment for new brokers
- Improves broker satisfaction, resulting in higher open rates and representative retention
Brochures & Datasheets