Client Onboarding
Automation
The Vu client onboarding portal is a modern, streamlined way to process information in your specific industry.
Start after signature
Collect what is missing
Show when ready
The client and your team see the same progress.
Your operations are messy.
Clients submit different information in different forms.
It’s your responsibility to check which version is right. And whether you have everything you need to give them service.
You often have to ask for things again.
It wastes time and slows your business down.
There is a better way to collect, review and record evidence of client identity.
It collects evidence from clients in a mobile-first way that suits their lifestyle.
It verifies your clients’ identity through approved third-party providers.
It asks your teams to approve and review specific documents and information.
It shows which steps have been completed, and what is pending.
It generates legal documents with the right information included, and provides an audit trail of signing.
You know where information came from, and who approved it.
Your client information is automatically recorded in your preferred CRM.
Our fixed-fee audit takes your business from where you are now to the future.
BOOK AN ONBOARDING AUDITWe identify the first step you need to automate, and how you can keep control.
We work in agreed stages with stated milestones and dependencies. No unconditional promise or impossible delivery date.
There is no lock-in. Your data and IP remain with you.
The portal connects to our approved and integrated suppliers, or yours. You can change suppliers later.
You decide who does what with the information you collect.
AM2PM connects documents to the candidate record
Its e-sign platform manages templates, signature fields and bulk sends, then stores each signed document against the correct CRM record. The document and onboarding process remain part of the same operational history.
When this is worth discussing
We work best when there is a real operating problem, enough volume to measure and people from the affected teams who can make decisions.
Usually a good fit
- An established UK business, usually with annual revenue above £10m
- A repeated process with a known cost, delay, error rate or capacity problem
- A senior sponsor and a day-to-day owner who understand the work
- Access to the relevant staff, systems, sample records and security requirements
We may point you elsewhere
- A standard product already covers the process well
- The requirement is a one-off small build with no wider operating case
- There is no owner or access to the people and data needed to test the result
- The plan relies on AI making high-impact decisions with nobody responsible for review
