eCOS provides a digital solution for tackling the key onboarding processes within a single, unified platform.
Connecting firms with consumers, you gain access to bank-grade digital verification tools, including verification of identity and source of funds, access to Law Society TA forms and onboarding questionnaires, as well as client care letters with electronic signatures through SignIT and more.
Date: 24th August
Time: 11am
During this 30-minute webinar, Mimi Oladapo, Senior Product Specialist at InfoTrack, will demonstrate how this game-changing solution speeds up the return of key information, taking weeks off your client onboarding process.
Topics covered during this session include:
- How the eCOS flexible toolkit streamlines the five processes required for onboarding clients.
- How to verify your clients using bank-grade digital verification tools.
- How eCOS provides full visibility over the progress of the completion of client onboarding information.
- Your frequently asked questions around eCOS explained.
Register today: https://us02web.zoom.us/webinar/register/7216293658426/WN_LCQNAyhIQRW61GN8qNo_Ow
