Onboard clients compliantly, manage relationships governed, and grow your book with AI-powered outreach — all in one platform built for regulated financial services.
ID verification, PEP checks, and source of funds collected by email. No audit trail. Regulators arrive and the evidence is in someone's inbox.
Client risk profiles never updated after initial onboarding. Annual reviews done ad-hoc, if at all. Sanctions hits on existing clients go unnoticed for weeks.
Contact details in one CRM, compliance documents in email, billing in another system. No one has the full picture.
Commission statements, client evidence and fee context built manually across documents and spreadsheets. Teams lose visibility when client work spans currencies, products and jurisdictions.
New client acquisition happens through referrals and cold calls. No systematic, scalable outreach that's also compliance-aware.
Financial regulators across the EU are increasing inspection intensity. Firms without automated AML trails are exposed.
Before any outreach, Growth Engine and AML checks help screen prospects for sanctions, PEP status and AML risk. You only engage with compliant prospects.
New clients go through a structured KYC workflow: ID verification, source of funds, UBO declaration, risk score. All documents collected and stored in Vault.
Send engagement agreements and mandates via Vault for e-signature. Clients sign on any device. Signed documents archived automatically with access log.
Pull client data from CRM to generate advisory fee statements. Multi-currency, correct tax regime, automated follow-ups for late payments. No manual re-entry.
Existing clients continuously re-screened against updated sanctions lists. Annual review workflows triggered automatically. Risk changes flagged immediately.
Growth Engine identifies new prospects matching your ICP, pre-screens them for AML context, and helps qualify outreach before meetings reach your calendar.
Full KYC, sanctions screening, PEP checks, ongoing monitoring, and regulator-ready audit exports.
360° client profiles with inline AML status, deal pipeline, communication history, and performance tracking.
Encrypted document storage, e-signature for mandates and agreements, and client document portal.
Quotes, proposals and deal tracking stay linked to CRM records and signed files in Vault.
AI-assisted client acquisition with ICP scoring, campaign workflows and compliant outreach history.
Book a demo tailored to financial brokers. We'll walk through a full client onboarding — from AML screening to signed mandate — in 30 minutes.
No credit card required · Live in 2 days · EU regulator-aligned
These hub pages tell buyers and search engines how this page fits into the wider HubSecure information architecture.
The next page should move the buyer from information to comparison, workflow review, template use or private rollout readiness.