FIS Protegent Customer Onboard

Automate the new account application and approval process

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A Single Point of Entry for Distinct Account Types across Multiple Back-office Applications

FIS™ Protegent Customer Onboard is a client-centric, account opening solution for financial institutions that automates the new account application and approval process for brokerage and direct business.

The solution provides a single point of entry for distinct account types across multiple back-office systems, automates many time-consuming and error-prone manual tasks, and helps to ensure compliance with Office of Foreign Assets Control (OFAC) and Anti-Money Laundering (AML) regulations.

FIS Can Help

Simplify the account opening process

Leverage a Flexible, Integrated Solution

Rapidly configure and customize the solution to keep pace with changing compliance needs

Review New Business for Compliance and Suitability

Mitigate risk early in the client relationship, reduce compliance overhead and increase data quality

Take a User-friendly Approach

Increase adoption rate, minimize redundant data entries and contribute to fewer manual interventions for improved flexibility

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