[ Client ]
[ Client ]
Leading Securities Broker
Leading Securities Broker
From first click to signed contract. No branch visit. No paperwork.
From first click to signed contract. No branch visit. No paperwork.
For one of Slovakia's largest securities brokers, we built a fully digital investment contract signing flow - the front door to a regulated investment relationship. From the first form entry to a signed, legally binding contract, the entire process completes online: no branch visit, no paperwork, no manual employee involvement on either side.
For one of Slovakia's largest securities brokers, we built a fully digital investment contract signing flow - the front door to a regulated investment relationship. From the first form entry to a signed, legally binding contract, the entire process completes online: no branch visit, no paperwork, no manual employee involvement on either side.
From first click to signed investment contract. No branch. No paperwork.
From first click to signed investment contract. No branch. No paperwork.
From first click to signed investment contract. No branch. No paperwork.
6 steps
fully digital with no human intervention required
Real-time
core sync with data available instantly to operations
100%
audit trail means every document is traceable from click to archive
0 branch visits
required thanks to fully-digital process
[ Results ]
6 steps
fully digital with no human intervention required
Real-time
core sync with data available instantly to operations
100%
audit trail means every document is traceable from click to archive
0 branch visits
required thanks to fully-digital process
"The hardest part of acquiring a new investor used to be the paperwork. Now the contract is signed before the client second-guesses the decision."
"The hardest part of acquiring a new investor used to be the paperwork. Now the contract is signed before the client second-guesses the decision."
"The hardest part of acquiring a new investor used to be the paperwork. Now the contract is signed before the client second-guesses the decision."
[ CLIENT ONBOARDING ]
[ CLIENT ONBOARDING ]
[ CLIENT ONBOARDING ]
A new investor. Verified, profiled, and contracted in minutes.
The six-step onboarding captures personal data and assesses risk appetite through a structured investment questionnaire. The system automatically profiles the client and recommends matching investment products in full MiFID II compliance, ensuring the right product reaches the right investor from the first interaction.
The six-step onboarding captures personal data and assesses risk appetite through a structured investment questionnaire. The system automatically profiles the client and recommends matching investment products in full MiFID II compliance, ensuring the right product reaches the right investor from the first interaction.
Identity is verified via facial biometrics cross-referenced against a government-issued document, satisfying AML and KYC requirements automatically. The process closes with a legally binding SMS-signed contract. No employee involved. No client leaving home.
Identity is verified via facial biometrics cross-referenced against a government-issued document, satisfying AML and KYC requirements automatically. The process closes with a legally binding SMS-signed contract. No employee involved. No client leaving home.
A fully compliant investor relationship opened digitally, AML checked, KYC verified, contract signed, and core system updated. All before the client closes the browser.
A fully compliant investor relationship opened digitally, AML checked, KYC verified, contract signed, and core system updated. All before the client closes the browser.
[ YEAR ]
[ CATEGORY ]
2022 - ongoing
2022 - ongoing
Fintech
Fintech
Digital Onboarding
Digital Onboarding
[ INDUSTRY ]
[ COMPLIANCE ]
Securities Brokerage
Securities Brokerage
MiFID II / MIFIR
MiFID II / MIFIR
Asset Management
Asset Management
AML / KYC
AML / KYC
Investment Banking
Investment Banking
[ CATEGORY ]
Fintech
Digital Onboarding
[ YEAR ]
2022 - ongoing
[ INDUSTRY ]
Securities Brokerage
Asset Management
Investment Banking
[ COMPLIANCE ]
MiFID II / MIFIR
AML / KYC
[ COMPLIANCE & SECURITY ]
[ COMPLIANCE & SECURITY ]
[ COMPLIANCE & SECURITY ]
Regulatory requirements aren't a checkbox. They're the architecture.
Identity verification is the step that makes everything else legally valid. Facial biometrics cross-referenced against document data, combined with automated AML and KYC screening, ensure the person signing the contract is who they claim to be, satisfying financial regulators requirements and EU anti-money laundering directives without manual review.
Identity verification is the step that makes everything else legally valid. Facial biometrics cross-referenced against document data, combined with automated AML and KYC screening, ensure the person signing the contract is who they claim to be, satisfying financial regulators requirements and EU anti-money laundering directives without manual review.
The SMS-based electronic signature is legally binding under Slovak and EU law. Every signed document, every verified identity, every completed onboarding is fully auditable and traceable from the first form entry to the archived contract. The compliance layer was designed first. The user experience was built around it.
The SMS-based electronic signature is legally binding under Slovak and EU law. Every signed document, every verified identity, every completed onboarding is fully auditable and traceable from the first form entry to the archived contract. The compliance layer was designed first. The user experience was built around it.
The client signed. The operations team already has the data. The portfolio management environment is already waiting
We needed onboarding that a compliance officer and a first-time investor could both trust. accute built something neither of them has to think about.
[ PLATFORM INTEGRATION ]
[ PLATFORM INTEGRATION ]
[ PLATFORM INTEGRATION ]
The moment a client signs, your team already knows.
The onboarding platform is the entry point to a complete investment ecosystem, not just a standalone tool. Every data point collected during the process, questionnaire responses, identity verification status, signed documentation, and client risk profile, is available in real time to the broker's internal team through the core system. No batch exports, no manual re-entry, no lag between the client signing and operations acting.
The onboarding platform is the entry point to a complete investment ecosystem, not just a standalone tool. Every data point collected during the process, questionnaire responses, identity verification status, signed documentation, and client risk profile, is available in real time to the broker's internal team through the core system. No batch exports, no manual re-entry, no lag between the client signing and operations acting.
The integration is bidirectional. Internal staff can monitor onboarding progress and support clients mid-process where needed. If a client abandons the flow, their data is preserved and they may return exactly where they left off. Once onboarded, the investor moves seamlessly into the client zone, mobile trading application, and ongoing portfolio management, which is all part of the same ecosystem accute continues to develop for this client.
The integration is bidirectional. Internal staff can monitor onboarding progress and support clients mid-process where needed. If a client abandons the flow, their data is preserved and they may return exactly where they left off. Once onboarded, the investor moves seamlessly into the client zone, mobile trading application, and ongoing portfolio management, which is all part of the same ecosystem accute continues to develop for this client.
[ BUILT FROM THE INSIDE ]