How to migrate verified client data?

You can migrate verified client data using our client lifecycle management feature.

Combined with (select)

What you get
Technical Advantages
  • Client lifecycle management functionality
  • Central repository for your client lifecycle data
  • Suspend and unsuspend client accounts in a single click
    • Verified client data for re-use to reduce financial operations steps
    • Highly secure, agnostic and fully redundant infrastructure platform
    • Best-in-class back office portal for your finance and ops teams
    • Manage clients lifecycle without the need to build complex logic
    • No need to build necessary logic required to manage client data orchestration for financial operations such as account creation, compliance checks etc.
      • Easily post verfied client data to Integrated Finance via API
      • Reduced total cost of ownership across direct, indirect and opportunity development costs
      • Reduced risks associated with software security and regulatory compliance
      • Faster time to market
      • Utilise a variety of webhooks to action multiple workflows to build your Fintech product