MCi’s Client Onboarding Platform is a fully configurable, end-to-end platform that simplifies and accelerates onboarding for Wealth and Investment Management organisations, while ensuring full compliance. It supports both advisor-led and client self-service onboarding, with smooth transitions between the two, and covers the entire client lifecycle from initial engagement to offboarding.

The platform is fully white labelled, allowing organisations to align branding, styling, and terminology with their corporate identity.

Designed for flexibility and seamless integration, the Client Onboarding Platform can be configured to existing workflows and connects effortlessly with an organisation’s existing systems, ensuring a smooth, efficient, and branded onboarding experience.

MCi has successfully delivered digital onboarding solutions in complex, highly regulated environments. Our track record includes projects where we have replaced manual, paper-based processes with fully digital, advisor-led and self-service onboarding workflows.

These implementations have involved:

• Integration with KYC/AML verification providers
• Support for multiple account types (discretionary, advisory, execution-only)
• Jurisdictional and entity-specific flows for both individual and juristic clients
• Seamless handoffs between advisors and clients for digital review and signing
• Real-time status dashboards and SLA tracking
• Integration with core systems such as CRMs, PMSs, BDA, and document management platforms.

Our Client Onboarding solutions have consistently delivered measurable benefits including faster onboarding times, improved compliance adherence, increased conversion rates, and enhanced client experience.