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ZagTrader Platform Technology Background
Platform Capabilities

Streamline Client Journeys from Onboarding to Servicing

ZagTrader's client lifecycle management platform helps financial institutions digitize and automate client acquisition, onboarding, KYC, and ongoing relationship management — reducing time-to-revenue and enhancing client experience.

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End-to-End Client Lifecycle Management

ZagTrader provides a comprehensive platform for managing the entire client lifecycle, from initial prospecting and onboarding to ongoing relationship management and servicing. Our digital-first approach reduces paperwork, accelerates time-to-revenue, and enhances client satisfaction.

Transform client experiences with digital onboarding, automated KYC, and seamless servicing.

Key Capabilities

Comprehensive tools for managing client relationships from acquisition to servicing

Digital Client Onboarding
Streamline client acquisition with digital forms, document upload, e-signature, and automated verification workflows.
KYC & AML Automation
Automate identity verification, PEP screening, and risk scoring. Integrate with third-party KYC/AML providers for enhanced due diligence.
Client Suitability & Profiling
Capture investment objectives, risk tolerance, and experience. Generate suitability scores and product recommendations.
Client Portal & Mobile Apps
Provide clients with secure access to accounts, portfolios, and documents. Enable self-service for common requests.
CRM & Relationship Management
Track client interactions, manage tasks, and monitor relationship health. Integrate with popular CRM platforms.
Workflow Automation
Design and deploy custom workflows for onboarding, account maintenance, and service requests with approval hierarchies.

Detailed Features

Digital Onboarding

  • Digital forms with dynamic fields and conditional logic
  • Document upload and verification with OCR
  • E-signature integration for paperless agreements
  • Progress tracking and status notifications
  • Multi-entity and multi-jurisdiction support

Seamless Integration

Connect with your existing systems and third-party providers

CRM Integration
Sync with Salesforce, Microsoft Dynamics, and other CRM platforms
KYC/AML Providers
Connect with leading identity verification and screening services
Document Management
Integrate with document storage and e-signature solutions

Ready to Transform Your Client Experience?

See how ZagTrader can help you streamline client onboarding and enhance relationship management

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