VSV customer onboarding & partner registration

This digital workflow enables the complete and legally compliant registration of independent asset managers – e.g. as part of a membership, partnership or registration.

The process guides you step by step through the required entries, automatically checks all relevant information for completeness and plausibility and enables all necessary documents to be signed digitally.

Data and documents are processed centrally, optionally validated and can be transferred directly to existing systems via interfaces. This reduces the administrative workload, ensures higher data quality and significantly improves the onboarding experience – for the organization and the asset managers.

Particularly suitable for associations, supervisory bodies, platform operators or financial institutions looking for a standardized yet customizable solution for managing partner companies or service providers.

Advantages:

• Clearly structured, standardized onboarding process
• Digital data capture, validation and signature
• Reduction of manual checking and correction steps
• Higher data quality and less administrative effort
• Transparent processes for all parties involved
• Seamless integration into existing systems thanks to open interfaces

Individually adaptable to corporate design and specific requirements.