eKYC Electronic Services
Remote client onboarding in seven steps, with electronic contract signature.
Overview
eKYC lets investors open accounts remotely while giving the institution the controls and evidence regulated onboarding requires. The process follows seven clear steps, contracts are signed electronically, and every new client is synchronized instantly with the back office.
It integrates fully with investor KYC systems and with the institution’s identity and screening providers, and it can act as one shared front door for brokerage, funds and investor services.
Account opening is where many prospective clients give up. Paper forms and branch visits slow growth, yet onboarding must still meet strict identity and KYC requirements.
Client onboarding in seven steps
- Registration
- Additional details
- Document upload
- Service selection
- Review
- E-contract signing
- Identity verification
Capabilities
Seven-step onboarding
A guided flow from registration to identity verification.
Electronic contract signature
Contracts signed electronically within the flow.
Instant back-office sync
New clients synchronized immediately with the back office.
KYC integration
Full integration with investor KYC systems.
Identity and screening
Integration with identity providers and screening workflows.
Approvals and audit trail
Digital approvals with a complete onboarding history.
User-friendly experience
Designed to be simple for investors to complete.
Built for
Works with
Shared foundations
- Role-based access control, segregation of duties and maker-checker approvals
- Complete audit trails across financial and administrative actions
- Encryption in transit and at rest, secure APIs, monitoring and operational logging
- Deployment in your data centre, private cloud, locally hosted, managed or hybrid, chosen module by module
Where to start
A digital onboarding pilot: eKYC deployed against your account-opening flow and integrated with your identity and screening providers, live within 30 to 90 days.
Questions about eKYC Electronic Services
What is eKYC Electronic Services?
Remote client onboarding in seven steps, with electronic contract signature. eKYC lets investors open accounts remotely while giving the institution the controls and evidence regulated onboarding requires. The process follows seven clear steps, contracts are signed electronically, and every new client is synchronized instantly with the back office.
What problem does eKYC Electronic Services solve?
Account opening is where many prospective clients give up. Paper forms and branch visits slow growth, yet onboarding must still meet strict identity and KYC requirements.
Who is eKYC Electronic Services built for?
eKYC Electronic Services is built for brokerage houses, fund managers and investor-services providers.
Which OTS products does eKYC Electronic Services work with?
eKYC Electronic Services works with Brokerage Back Office, Optimum Trader, OptimumIB Investor Portal and Funds Back Office.
Can eKYC Electronic Services be deployed in our own infrastructure?
Yes. OTS products can be deployed in your own data centre, in a private cloud, in a locally hosted environment, as a managed service where regulation permits, or as a hybrid, chosen module by module.
How can we start with eKYC Electronic Services?
A digital onboarding pilot: eKYC deployed against your account-opening flow and integrated with your identity and screening providers, live within 30 to 90 days.