Investor Acquisition

Intuitive processes and enabling features for Lead Conversions and Client On-boarding.

Our suite of intelligent and intuitive processes provides business development professionals with enabling features for successfully converting leads into long-term clients. In today’s more and more demanding regulatory environment, Investment managers are required to ensure that potential clients are of the “right kind” for the services provided, in addition to the need for deeper KYC, AML and TCF requirements.

Our end-to-end Lead generation to Account Opening process is designed to satisfy regulators whilst making light work for investment managers and most importantly keeping the client at the centre stage.