Transform your client and investor onboarding experience.
Asset Management firms must maximise operational efficiencies, increase time to revenue, and deliver an exceptional customer experience all whilst meeting their regulatory requirements. Do it all with valid8Me.
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The better way of doing things.
Improve Time to Revenue.
Decreasing time spent onboarding clients and investors and reducing time on manual tasks enables a much-improved time to revenue and more time for portfolio management.
Frictionless Onboarding.
A significant amount of time is spent on low value, repetitious tasks which can slow down the onboarding process and delay time to revenue. Automate your workflow with our platform and make use of our client risk assessment feature for more informed decision making.
AML Compliance Requirements
valid8Me allows firms to ensure consistent application of AML, KYC and data privacy requirements. Our Reporting Suite gives you detailed compliance reporting in a few clicks.
Digital Transformation
Take advantage of our industry-leading technology with our digital identification verification solution and our client risk assessments tool to give you more informed decision making.
Transform your customer onboarding with valid8Me
How valid8Me can transform Funds and Asset Management for you
Optimise Process Efficiencies
Significantly improve your overall efficiencies by delivering an optimised onboarding process and by guiding users through the onboarding lifecycle with minimal fuss and maximum efficiency.
Enhance Client & Investor Experience
Reduce friction points for both clients and investors thanks to an improved digital onboarding experience. Inbuilt refresh processes and interactions result in a streamlined and more efficient experience.
Empowered Risk Assessment.
Our customisable risk assessments functionality provides risk scoring on information provided by a client. This allows for improved fraud detection, risk management, and enables more time for you to focus on investment management for clients.
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Discover how valid8Me can improve your business
