The Digital Onboarding journey provides a branded, end-to-end client onboarding experience, with optional services that can be tailored to your agency's requirements.
A Digital Onboarding invitation is sent to your client by email, with the option to also send an SMS notification.
The client follows the link to create an account, complete any outstanding personal information, answer their Risk Assessment, and provide their identity documents for verification. If your agency uses additional movebutler services, the client will also be prompted to complete any relevant tasks as part of the same journey.
To complete Digital Onboarding, the client must have:
- Their own email address.
- Access to a smartphone, tablet, or computer with a camera.
- A valid form of photo ID.
- Be comfortable using online technology.
If your client does not meet these requirements, they should be onboarded manually in platform instead.