Thinking Business, Delivering Technology  INDIA

Boharr Fintech Launches an Integrated KYC Module for CRM!

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.

Key Highlights:
โœ… Seamlessly track KYC compliance journey for customers, intermediaries, and relationship managers.
โœ… Generate e-links for customer approval and provide an option for correction before submission to KYC agencies.
โœ… Effortlessly e-sign and retain documents for future reference.
โœ… Robust admin module for easy verification and approval, with smooth e-submission to KYC authorities.

Who benefits from our game-changing module?
๐ŸŽฏ Banks distributing mutual fund and secondary market products digitally and catering to walk-in customers.
๐ŸŽฏ Registered Investment Advisors seeking an elevated advisory experience.
๐ŸŽฏ Portfolio Investment Advisors looking to enhance portfolio management capabilities.
๐ŸŽฏ Alternate Investment Funds streamlining their compliance process

Join us as we revolutionize KYC compliance and set new standards in the industry!

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