Account opening is the most important experience for your clients. Use TradeFloor's Account Opening to make the onboarding process faster, more compliant and automated all the way until they fund their account.
When we think of Account Opening, we don't think of a form with an EV check. We think about onboarding the client in the most efficient way, including integrated email workflows to ensure high conversion rates.
Drag & Drop UI
Account opening is a set of workflows. Drag and drop a new account to trigger custom events, emails, SMS, etc.
Customisable
You can change any default workflow to suit your onboarding processes, down to the individual emails that are sent.
E-Signature Ready
Get clients to sign their documents faster with electronic signatures, straight from the application.
Integrated
Direct account opening with most Clearing Participants in Australia, straight into their back-office.
Electronic Verification
EV for individuals, corporations and directors. Getting accounts opened has never been easier.
Quick-fill Form
We utilise the browser to fast-track clients filling in their application forms and reduce errors.
Find out how TradeFloor can help you onboard better.
