ICOS/2

Onboarding & Client Life-Cycle Management

Seamless Onboarding Experience

from capturing throughout the client life cycle (opening, modifiying, closing)

Structured and Guided

for every type of account and product

Ensured Regulatory Compliance

KYC, FATCA, MiFID, etc.

Omni-channel, multi language, multi device

Digital Banking

Paperless and highly personalized

ICOS/2 – Onboarding & Client Lifecycle Management

ICOS/2 offers a fully digitized onboarding experience, enabling Financial Service Providers to automate, integrate and harmonize sales processes such as onboarding, updating and off boarding. ICOS/2 allows you to approach the customer anywhere and to automate your associated front and back office processes. ICOS/2 automates cases intelligently and is guiding work that requires flexibility and human judgment. ICOS/2 is the platform for digital transformation with everything you need to manage real-time guided or self-service processes, generating an unrivalled customer experience.

Complete

Covering end-to-end the overall client Onboarding (opening, modifying, closing) from guided capturing, compliance & risk through all formalities.

Efficient

Seamless, real-time integration of all systems and complete process control; based on a rule engine to consistently apply business rules reducing errors and omissions.

Mobile

Multi-jurisdiction, multi-channel, multi-language, any device, cross-border relationships – from Internet onboarding to tablet capturing.

Secure

Respecting information protection, data privacy and highest security standards. A full audit trail of activities.

Compliant

Fully integrated KYC risk & compliance, FATCA and MiFiD suitability checks, including geolocation.

Flexible

Modular design, easy configuration without programming.

Onboarding & Client Lifecycle Management:

Software, Services and Best Practice – all from IMTF


ICOS/2 covers all requirements end-to-end, from intuitive capturing, compliance, risk management, suitability, forms & contracts to real-time integration. It also covers every type of relation,  all products & services in a multi-jurisdiction and multi-channel environment.

Benefits for the user

Better user experience

ICOS/2 will enthuse your customers with an unparalleled and unprecedented user experience that is completely under your control. This first experience will enable the bank to maximize the relationship with the customer and become the foundation of a prosperous business relation.

Benefits for the organization

Fewer Errors

ICOS/2 provides one interface for single, guided data input reducing the need for entering the same data multiple times. It provides centralized management & definition of dynamic questionnaires for complete data capturing.

Benefits for the IT department

Security and Compliance

ICOS/2 is the tool for every Bank (Retail, Corporate, Private and Investment Banking) to efficiently manage the complexity of compliance requirements coupled with the high number of documents, data and signatures to be gathered, managed and processed.

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For more information get in touch with us

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Meet our Expert

Christoph Erb
CEO, IMTF digitrans

Christoph Erb

Complete

Covering end-to-end the overall client Onboarding (new and change) from guided capturing, compliance & risk through all formalities.

Efficient

Seamless, real-time integration of all systems and complete process control; based on a rule engine to consistently apply business rules reducing errors and omissions.

Mobile

Multi-jurisdiction, multi-channel, multi-language, any device, cross-border relationships – from Internet onboarding to tablet capturing.

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Secure

Respecting information protection, data privacy and highest security standards. A full audit trail of activities.

N

Compliant

Fully integrated KYC risk & compliance, FATCA and MiFiD suitability checks, including geolocation.

1

Flexible

Modular design, easy configuration without programming.

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