remote client onboarding through real-time data interfaces

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 Expedited

Smartforms accesses government data sources to prove the existence of corporations. It has embedded AI driven capabilities to validate individual identification in addition to biometrics that matches likeness. All combined with electronic signatures, remotely onboarding prospects is expedited from hours and days to minutes and seconds.

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 software and global payments platform that offers financial institutions a completely integrated forex, treasury, compliance and payments platform.