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

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