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Banking & finance

Pre-filled data integration, Validations, Personalization & Custom Bulk Sender


Streamline communication, Reduce manual labor, Cut costs & respond immediately

ACATS Digital Process

Speed up the ACATS digital asset transfer from one brokerage to another. When you eliminate back and forth, the process is simple. For banking and financial enterprises.

  • Seamless experience
  • Data intake automation
  • Enterprise-grade security

A better experience for everyone

For your financial enterprise

Create a digital ACATS process that simplifies asset transfer from one brokerage to another. Just text or email your customer the link so they can upload documents and sign from any device. If needed, support in real-time with our Co-Browsing solution. You’ll speed up the process, reduce costs, and streamline data intake.

For your customers

Walk your customers through a seamless ACATS process that can be completed on any device. By allowing customers to upload documents and sign digitally while looping in brokers at the right time, you’ll avoid any unnecessary delays and support customers when they need you most.
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Create one seamless workflow

  1. Send a personalized link via SMS or email.
  2. Customer attaches documents and signs on any device.
  3. Data is sent to Brokerage A for review.
  4. Brokerage A submits the digital process to ACATS. 
  5. ACATS verifies details with Brokerage B.
  6. The asset transfer is complete.

What’s inside?

Every digital process comes with a full suite of features and solutions built-in to make customer data intake easy.

  • Drag and drop 
  • White label branding
  • Secure and automated workflow 
  • Image and file upload
  • Custom conditions and validations
  • Single-Sign-On (SSO)
  • Easy link sharing
  • PDF Generator
  • EasySign
  • Financial integrations
  • Co-Browsing
  • Journey Tracker
  • Analytics Dashboard

Your digital partner

We’ll help you launch an ACATS digital process in days.
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