Thursday, 19 September 2019

The Onboarding Revolution

Improve the way you sign up and check new clients

Any business that collects personal data in the form of documentation, i.e. passport, drivers’ licence, proof of address etc is responsible for ensuring that they are kept safe and secure in accordance with data protection legislation.

Imagine a portal where documents can be uploaded directly into a secure Cloud storage location.

We provide a cost effective solution where documents can be transferred securely, kept for as long as necessary and deleted as appropriate.

Improve the way you sign up and validate new clients:
  •          Automate your engagement letter
  •          Enable clients to sign forms and contracts online with e-signatures
  •          Facilitate the secure transfer of documents required for identification
  •          Get instant ID checks and verification

Initial information to create an account and document upload can be managed internally or externally by the customer themselves.

Keep track and monitor your clients in one central location, helping you to stay compliant with data protection laws.

Ideal for companies who need to retain proof of ID:
  •          Accountants
  •          Solicitors
  •          Estate agents
  •          HR records
  •          Recruitment agencies
  •          Test & Examination centres
  •          Universities & Colleges
  •          Restaurants
  •          Vehicle hire
  •          Tool hire

Contact us on or give us a ring on 0330 004 0020 to find out more.