We deliver fully integrated end-to-end digital client onboarding to discretionary wealth managers, financial services administrators and governed platform operators. We are constantly innovating and the latest technologies play a role in improving the user experience while delivering functionality, that helps our clients make faster and informed decisions.
With COBA, the client journey starts from the initial web interaction, goes through the entire information collection, declarations, accepted terms and submission. This is all supported by a fully integrated workflow dashboard that significantly reduces time and costs. This is truly end-to-end client onboarding.
We deliver a fully customised and branded solution for every client and understand that in the ‘one size fits all’ model, nobody gets what they really want.