eCOS Electronic Client Onboarding Solution
Client onboarding is critical to starting strong relationships, gathering the information you need efficiently, and ensuring that you meet your KYC and AML requirements.
eCOS is one simple platform for both you and your clients that includes matter-specific client questionnaires, digital ID and AML checks, and Source of Funds and Wealth information gathering. It does all the hard work for you and gives your clients one seamless experience.
It all starts with eCOS