Launch any SEBI-compliant onboarding
journey 5x faster
Leading Wealth Tech firms have partnered with HyperVerge to launch
end-to-end digital onboarding journeys, achieving:
50%
Drop-off
reduction in 30 days
90%
Reduction in go-live timeline
100%
SEBI
compliance
Changing SEBI regulations:
Frequent modifications to stay compliant drain product bandwidth, shifting focus from core business.
Time consuming process:
Building new journeys takes significant time and IT resources, delaying competitive launches.
No visibility on drop-offs:
Difficulty in tracking where users drop off prevents you from identifying friction points
Launch new customer journeys 5X faster, without writing code or requiring app releases
AMCs
Stock Brokers
MFDs
RIAs
Bond Platforms
New Customer Onboarding
KYC Modification
Minor Account Onboarding
Coporate Onboarding
Demat & Trading Account Opening
Account Closure
Bank Channel & Agent Assisted
Re-KYC
Retail Customer Onboarding
NRI Onboarding
Joint Account Opening
MFD & RIA Assisted Onboarding
A no-code, end-to-end onboarding platform designed to increase onboarding conversion rates
100+ API integrations with fallback vendors for business continuity
100% compliant with SEBI regulations
No-code customer journey builder
Make API, UI/UX changes without app releases
Funnel metrics and step-wise analytics to identify points of friction
Resume journey funtionality to re-engage dropped-off users
Prabhakar Tiwari
CGO, Angel One
SUPPORT
KYC is a mandatory process for financial institutions, including securities and brokerages, to verify the identity of their customers. It helps prevent financial fraud, money laundering, and ensures compliance with regulations set by (SEBI).
Brokerages or financial institutions failing to adhere to these norms might face heavy fines and legal consequences.
The latest news, updates and more about KYC industries & related market resources from our team.
September 18, 2024
Electronic Signatures: Uses, Benefits & How to Create
Electronic signatures (eSignatures) are a legal & secure way to get remote work done faster & easier...
6 min read
