KYC & eKYC Automations with TreeOne Stock Brokers CRM+

KYC & eKYC is mandatory & time-consuming a needed lot of activity & tasks. Automation in KYC & eKYC with TreeOne Stock Brokers CRM+ one big feature which enhances your business process right away.

TreeOne Stock Brokers  CRM+ with Top tools that provide you with smooth, uninterrupted and flawless KYC & eKYC. Advanced  CRM+ assists you in making the right strategies for your Stock Broking Business.

KYC

KYC (Know Your Customer) has become a mandatory regulation to do financial transactions. It compels the businesses operating in the BFSI sector to know their customers.

Is KYC a challenge for you? Do you wish to automate the process of collecting customer information, sending reminders and updating clients? Do you want your KYC process to be intelligent than a regulatory liability?

If you answer yes, then you probably need a TreeOne Stock Brokers CRM+ solution to do so.

eKYC

e-KYC facilitates completion of the KYC process through online knock out the need for filling up and submission of the physical form of documents. The main objective of e-KYC is to register the customer with the least amount of paperwork and in the shortest possible time.

This eKYC Seamless Integration happens at the back office. This entire process is smoothly executed via API & Back Office Integrations.

Automate your eKYC with TreeOne Stock Brokers CRM Now.

e-KYC facilitates completion of the KYC process through online knock out the need for filling up and submission of the physical form of documents. The main objective of e-KYC is to register the customer with the least amount of paperwork and in the shortest possible time.

This eKYC Seamless Integration happens at the back office. This entire process is smoothly executed via API & Back Office Integrations.

Automate your eKYC with TreeOne Stock Brokers CRM Now.