A powerful digital onboarding solution, supplying everything you need to enable streamlined paperless client onboarding from one consumer-inspired portal.
What is eCOS?
eCOS is your electronic client onboarding solution, providing a digital portal for combining the key onboarding processes within a single, unified platform. Streamlining how you obtain key client information to start a transaction, eCOS integrates the entire journey. Clients can access and complete information from anywhere, any time, on any device. Bringing together everything you need to digitally onboard your clients, eCOS includes:
- Client care packs
- Verification of Identity
- Verification of Funds
- Onboarding questionnaires
- Law Society TA forms