Real-time application tracking, multi-channel investor access, ID validation, MOI and Exchange integration capabilities, eMail/SMS notification capabilities, payment gateway connectivity facilities, Restricted Investors management, regulatory reporting, etc.
Accept subscriptions from investors via online banking, mobile apps, ATMs, branches, and APIs, ensuring broad accessibility and convenience.
Automatically validate investor eligibility, bid amounts, price ranges, limits per investor category, and subscription timelines.
Connect seamlessly with payment gateways and banking systems to confirm and reconcile payments in real-time. Capability to use virtual IBANs too in managing payments offline.
Capability to verify investor identity with integrated eKYC and AML screening systems to ensure compliance with regulatory norms.
Capability to link subscription data to your CRM to maintain investor profiles, track engagement, and personalize future offerings.
Built-in integration with Lead Management Systems of Stock Exchanges for bid relay, subscription updates, and allocation coordination.
Automate refund initiation for rejected, partial, or unallotted applications through direct bank integrations or wallet reversals.
Send real-time SMS, email, or app-based notifications to investors confirming application receipt, payment status, refund updates, and allotment results.
Seamlessly integrate with your internal back-office systems for real-time data flow, reporting, audit logging, and recordkeeping.
Our AI-enabled solutions enhance both investor and back-office operations with intelligent automation. Investor portals feature AI agents that provide 24/7 personalized support for onboarding, subscriptions, and queries.
Automated checks and validations reduce manual errors and speed up the subscription lifecycle.
Offer a smooth and transparent application journey across multiple digital and physical channels.
KYC, AML, and audit-ready logs ensure full compliance with local capital market authorities and central banks.
Monitor subscriptions across all channels with unified dashboards and analytics.
Reduce manpower and manual interventions with fully integrated digital workflows.
Contact us today to schedule a product demo or explore partnership opportunities
