ViewTrade Adds Three New Modules to Empower Client Onboarding

Three new modules have been added to ViewTrade's customer onboarding service by the fintech to help its clients onboard retail financial consumers more quickly and securely. Clients can now activate any of the new modules and incorporate them into their own identity verification and background check procedure thanks to the upgrades.

Account managers can prevent users from opening accounts from specific global areas, nations, or US states before the account is handed over to the custodian by using the Jurisdiction Block module.

Account managers can completely prevent particular people from opening accounts by using the Person Block module, which functions similarly to the first module.

Once active, the Continuous ID module allows account IDs to be checked daily against several sanction lists, government exposure databases, and risk databases.

"ViewTrade's continuous investment in our product suite ensures we can continue to offer ever more comprehensive and flexible technology to our clients," said Sergei Lishchenko, Digital Experience Technology Services. "With these enhancements, clients can further streamline their customer's experience and digitally onboard them, compliantly and at scale – a critical enabler to sustainable and responsible growth."