Boharr Fintech is thrilled to announce the highly anticipated launch of our Integrated KYC Module as part of our CRM! Get ready for a new era of streamlined compliance and digital excellence.
✅ Seamlessly track KYC compliance journey for customers, intermediaries, and relationship managers.
✅ Generate e-links for customer approval and provide an option for correction before submission to KYC agencies.
✅ Effortlessly e-sign and retain documents for future reference.
✅ Robust admin module for easy verification and approval, with smooth e-submission to KYC authorities.
Who benefits from our game-changing module?
🎯 Banks distributing mutual fund and secondary market products digitally and catering to walk-in customers.
🎯 Registered Investment Advisors seeking an elevated advisory experience.
🎯 Portfolio Investment Advisors looking to enhance portfolio management capabilities.
🎯 Alternate Investment Funds streamlining their compliance process
Join us as we revolutionize KYC compliance and set new standards in the industry!