Remote Account Opening

Remote Account Opening

Datasoft Smartforms accelerates client-facing digital application and service requests by providing clients and prospects a self-serve intuitive journey from application to account.

Applying for new accounts, products or services through Smartforms is made simple and friction-free by leveraging cutting-edge regulatory technology.  Particularly addressing remote non-face-to-face onboarding challenges, Smartforms’ digital-first architecture can deliver a fast, frictionless experience without compromising compliance.

Onboarding in Minutes and Seconds

Smartforms accesses government data sources to prove the existence of corporations and has embedded AI driven capabilities to validate individual identification in addition to biometrics that matches likeness.  Combined with electronic signatures, remotely onboarding prospects are measured in minutes and seconds as opposed to hours and days.

Remote Account Opening Key Features

  • Online self-service intuitive forms
  • Data connectivity to government registries
  • AI powered ID verification
  • Digital eSignatures and document management

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Datasoft FxOffice is a foreign exchange and global payments software platform that offers financial institutions a completely integrated forex, treasury, compliance and payments platform.