Account Fast App

What does Account Fast do?

Complii Account Fast is a new account opening App which allows client accounts to be established on the go. If you are out of the office and with a potential client, you can now create a client account by using your mobile phone on the spot.

Main Features

Complii Account Fast is a new account opening App which allows client accounts to be established on the go. If you are out of the office and with a potential client, you can now create a client account by using your mobile phone on the spot.

Account Information

Once the Complii Account Fast App is downloaded, and you are with a potential client a new client account can be set up within minutes. The App will prompt you for which information is required based on the client type.

Account Identification

All accounts opened will be subject to a green ID check for AML verification. To do this on the go, once the account information is complete, the App will prompt you to take a photo of your clients Identification and credit card.

Digital Signatures

Complii Account Fast requires that the client completes a signature, and the advisor verifies the signature with their own signature. This can all be done on the spot, on the App screen.

Electronic Account Creation Acceptance

Once all account information is added, ID photographed, signatures are done, AML verification complete, an email and SMS is sent to the client to electronically accept. Upon acceptance by the client, the account is auto-created.
Talk to us today