Consolidity cuts your cost and time spent on administration by automating customer acquisition funnels and back-office processes so that you can focus on winning business.
Wave Goodbye to Copy & Paste and never-ending, confusing email threads. Yes, for real. We automate Due Diligence, Customer Screening, AML Sanctions Checks, Customer Risk Assessment and Document Generation.
Plug & Play by adding all your services into one single platform. Tailor your back-office to new levels by aggregating multiple modules in a single place. Boost your capacity and gain a higher trade-off by operating from a single platform.
We provide a simple yet very informative user interface that is intuitve and will need no tutoring to your customers.
From static to dynamic, we convert data into metadata to optimise your customers’ journey and guide them to match any scenario. Add validation rules to eliminate typos, save time.
Apple-like minimal flow lets dashboards and document libraries speak for themselves. Hello Drag & Drop, automated Customer Profiling, insightful comments and video chat.
KYC, Screening and Risk profiling have never been so automated. Set your existing procedures and risk appetite. Let the software do the math and give it your last word.
Never miss a deadline nor a rule. Let the smart back-office notify clients and perform the tedious tasks for you, again, the last word will always be yours.
Link your workflows with third party systems using handy tools and proprietary information like AML Sanctions List and eID scanner. Going fully digital? We love electronic signatures.
Assign clients and procedures to the right team members, even while a process is in progress. Allocate tasks to one or more employees and quickly keep track on Monday morning.
Different businesses have different needs and services. Tailor your back-office to new levels by aggregating multiple modules in a single place. Benefit from the singularity. The data once keyed in by a customer is used subsequently on any new services request and account management duties.
Forget about emails and improve your customer support. Benefit from the latest in RegTech.
Rid monotonous data filling and handling. No more copy and paste in your client data forms, letters and contracts. We know how tedious and painful data handling can be, empower yourself with a richer format of data entry and ethically benefit from Automation.
We reduce their time spent on non value-adding tasks, thus improving their productivity. These companies are grasping the benefits of process optimization. Join them!
