Automation: Digital Onboarding & Workflows

Automate any tedious business processes so that you can get back to what's important. Whether you’re a portfolio manager, a fund manager, or an investment dealer, operate more efficiently with Mako.

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KYC forms and subscriptions agreements platform

Real Time KYC

Turn your existing KYC forms and processes into a single, secure, digital onboarding workflow.

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Subscription Agreements

Put fund-level processing on autopilot and close periodic new issuances faster, with a digital subscription agreement workflow.

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Custom Workflows

Client-facing, front-office operations, and back-office administration can be automated with custom workflows configured for you.

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Because Finance Runs on Forms, Reliable Automation Changes Everything.

  • Remote operations
  • Eliminate manual data entry
  • Preserve existing processes
  • Prevent form errors
  • Bring more investment into funds
  • Competitive advantage
  • Sign deals faster
  • Reduced administration
  • Built-in compliance
  • Remove redundant communications

KYC Workflows

Real-Time KYC Automation

Know Your Client processes have never been this easy. Automating onboarding and KYC forms means these processes become personalized, digital workflows. The end result is a dramatically better client experience, significant time savings, and improved compliance reporting.

Built-in AML Lookups

Fulfill your anti-money laundering obligation at account opening easily. Verify watchlists for new clients with digital audit trails built for compliance.

Remote Electronic Identity Verification

Complete identity verification obligations electronically. Equifax integration permits automatic identity validation according to FINTRAC regulatory updates—without meeting in person.

Diagram of KYC Forms and Digital Onboarding Process

How It Works

  1. Prefill client information. Smart validation and data feeds ensure phone numbers and addresses are entered correctly.
  2. After the prefiling step, custom notes are sent to the signatories. Built-in e-signatures are secure and intuitive.
  3. Clients are notified and easily complete their onboarding forms on a computer or phone. Mako only shows your clients the sections they need to complete, depending on their circumstances.
  4. The client reviews the form, adds any required information, and provides supporting documents by upload or with their phone camera. We produce all required onboarding forms instantly.
  5. Data is stored and harmonized to automatically pre-fill future KYC forms and other documents. You track, review and approve forms and ID/AML lookup results in your Mako dashboard, onboarding clients without in-person meetings.

Sub-Doc Workflows

Hassle-Free Subscription Agreements

Subscription automation enables hassle-free investment transactions, even for thousands of investors. Automating subscription services allows funds to turn documents into digital workflows and provide a delightful client experience. The end result is a solution that makes it easier to invest and less expensive to administer.

Diagram of Subscription Agreements Automation Process

How It Works

  1. Prefill client information. Smart validation and data feeds ensure phone numbers and addresses are entered correctly.
  2. After the prefiling step, custom notes are sent to the signatories. Built-in e-signatures are secure and intuitive.
  3. Clients are notified and easily complete their onboarding forms on a computer or phone. Mako only shows your clients the sections they need to complete, depending on their circumstances.

Custom Workflows

Get the benefits of automation designed for you, without adding technical complexity to your business

Management Velocity

  • Virtual verification
  • Real-time workflow monitoring
  • Task-based workflow notifications
  • Create recurring forms
  • Custom integrations
  • Bulk upload & send
  • Entity identity management
  • Advanced filters and usage reporting

Finance-First Design

  • Custom document digitization
  • Inherent compliance rules
  • Annual reviews workflow
  • Easy IMA updates
  • White-label platform
  • Audit trails
  • Modern and intuitive interface
  • See all in-flight forms and applications

Form Filling Reimagined

  • One-click digital approval
  • Native electronic signature
  • Multi-signature workflows
  • PDF generation
  • Digital document upload
  • Built-in autofill based on verifiable data sources
  • Pre-populated data based on entity memory
  • Built-in error detection 

Management Velocity

  • Virtual verification
  • Real-time workflow monitoring
  • Task-based workflow notifications
  • Create recurring forms
  • Custom integrations
  • Bulk upload & send
  • Entity identity management
  • Advanced filters and usage reporting
Image of KYC forms and subscription agreements platform
Image of KYC forms and subscription agreements platform

Finance-First Design

  • Custom document digitization
  • Inherent compliance rules
  • Annual reviews workflow
  • Easy IMA updates
  • White-label platform
  • Audit trails
  • Modern and intuitive interface
  • See all in-flight forms and applications

Form Filling Reimagined

  • One-click digital approval
  • Native electronic signature
  • Multi-signature workflows
  • PDF generation
  • Digital document upload
  • Built-in autofill based on verifiable data sources
  • Pre-populated data based on entity memory
  • Built-in error detection 
  • Populate all pdfs with one webform
Image of KYC forms and subscription agreements platform

Experience the Benefits of Consolidated Cloud Transformation

Increased Velocity

Convenience

Cost Savings

More Time

Efficiency

Remote Operations

Ease-of-Use

Scalability & Growth

The firm chose Mako Fintech because it was more customizable than any other system. They were able to build automated processes that were exactly what they needed with the Mako team.
Read the full case study

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