The SharePro eKYC and reKYC Modules allow onboarding of new clients or allow existing clients to modify or close their account details.
The systems use the services of Aadhaar eSigning, DigiLocker and other APIs to make the experience as seamless as possible for the user.
Data for onboarding and modification directly integrates with SharePro and does not require additional integration.
No more manual modifications in Trading Client Master and make BO Modification in Depositories.
The modification request can be made from right within the Web Login provided to the client. No need to provide a separate application.
Allows modification of Mobile Number, eMail ID, Address, Date-of-Birth, Income Range, Authorized Representative, Nominee Details, DDPI, DP and Bank Accounts and Segments.
Once the HO Authorised-agent verifies and accepts the change using the Admin module, the change percolates to trading and DP Accounts of the client. No need to manage complex API calls.
eKYC and reKYC use UIADI’s eSigning service for signing the final PDF files. We currently integrate NSDL’s eSigning solution.
Each request, it’s acceptance and rejection is backed by a full email trail. The clients are intimated of each step and status through configurable mails.
The system will maintain eth entire trail for requests, their acceptance and rejection status and will also permanently store the uploaded documents for future reference
