Client Onboarding & Engagement

"Inefficient onboarding and fragmented interactions impact retention and trust."

InvestStream's intuitive client engagement tools personalises and maximises every interaction. We help accelerate onboarding and retention with guided flows, SSO, and personalisation to deepen your client relationships.

Frictionless Onboarding & Compliance

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Configurable End-to-End Onboarding
Accelerate client setup with multilingual workflows, integrated forms (e.g. W-8, CRS), and seamless connections to back-office and third-party systems.
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Custom White Label Solution
Create a seamless, white labeled onboarding experience - fully integrated with your back office. Customise templates, emails, and texts to reflect your brand.
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Comprehensive AML/KYC Coverage
Meet global compliance standards with ID, PEP, credit, and liveness checks - designed for both individuals and entities across multiple jurisdictions.
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Intelligent Oversight & Monitoring
Stay ahead of risk with a powerful dashboard that supports bulk uploads, daily checks, transaction monitoring, and auto-closure rules.
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Supercharge your Client Engagement

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Eliminate Technical Complexity
Hosting, updates, and maintenance are fully managed by InvestStream, ensuring reliability and scalability with zero IT overhead.
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Make First Impressions Count
Set the tone for long-term loyalty with personalised workflows and seamless sign-in experiences ensure clients feel in control from day one.
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Grow Faster, Retain with Ease
Stand out with a modern experience that drives deeper engagement, builds trust, and keeps clients loyal - helping you grow in a competitive market.
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