Manual account opening and KYC processes can turn off potential customers. You want to focus on improving client experience, especially around onboarding, but not at the expense of security and compliance.
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Automating manual processes like KYC onboarding can be done securely and compliantly. Get a fully configured solution tailored to your investment operations, jurisdiction, existing systems and your staff’s level of comfort. Turn multiple forms and signatories into a single workflow that can be completed online, anywhere, anytime.
A remarkably better digital client experience that doesn’t compromise security or compliance.
Mako engages in new discussions with financial institutions by determining the scope of the project and stakeholders, while gathering information about existing forms and workflows. This information allows our team to create a customized demonstration of the platform for all stakeholders. Our team then engages in an in-depth due diligence process with your compliance, security, legal, operations and management team as needed.
Our team works directly with your legal team to provide any additional details or documents needed to facilitate the SLA. Financial institutions tend to be more engaged throughout the requirements and testing phase. Once the system is launched, training is scheduled with all stakeholders to ensure a successful launch and support user adoption at your institution.
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Mako engages in new discussions with financial institutions by determining the scope of the project and stakeholders, while gathering information about existing forms and workflows. This information allows our team to create a customized demonstration of the platform.
All parties involved with digital transformation are invited to participate in a demonstration catered to the needs of the institution. Here each stakeholder can ask questions about the needs of their department.
Our team will engage in an in-depth due diligence process with your compliance, security, legal, operations and management team as needed.
Our team will work directly with your legal team to provide any additional details or documents needed to facilitate the SLA.
Once both teams have validated the custom configuration, a final version is launched and training is scheduled with all stakeholders and you’re all set.
Backed by large financial institutions, Mako is a trusted automation partner to the Canadian wealth management industry.
Beyond customized digital and automatic account opening, Mako has several platform features and digital transformation services for financial institutions. Mako can integrate with institutional client’s existing systems like Equifax or Winfund. Clerks can fill out the information on behalf of their clients, with the ability to include personalized notes with digital form requests. Other features that matter include:
Mako prides itself on providing institutional-grade security measures to protect its customers and the company itself. With $1B AUA we make privacy and security our top priority.
Once your custom platform is deployed, simply login to securely access or initiate workflows, documents or users. Rather than adding to the technology you use, Mako integrates with it, simplifying operations rather than adding technical complexity.
The cost of using Mako depends on each custom configuration of the platform and the needs of our customers. Please visit our pricing page for more pricing information.
Yes, Mako will provide ongoing institutional support to make sure you and your users are getting the most out of the platform. Check out our Knowledge Base for how-to articles, or reach out to your account manager anytime to discuss your experience.
No, Mako has created a proprietary e-signature component in accordance with FINTRAC guidelines. Mako will never share your data with a third party.
No problem. Mako will configure the platform and client workflows as needed, accounting for as many steps, forms and signatories as needed.
Asking advisors to change their behaviour can be challenging if the solution isn’t right. Luckily, Mako provides a customized solution that will fit with the processes your advisors are used to.
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