Problem

Onboarding new clients manually can take too much time, especially when messages, setup steps, access details, and follow-ups all need to be handled one by one. For growing IBs, this can become repetitive, inconsistent, and difficult to manage at scale.

Solution

We provide a fully automated onboarding system built around a dedicated private chat and automated bot flow. This helps guide new clients through the onboarding process in a more structured and efficient way, reducing the amount of manual admin required from the IB.