The safer way to start every matter
InfoTrack’s Onboarding & VOI solution offers a streamlined, integrated process designed to help you onboard clients faster, more securely, and with an exceptional client experience.
Onboarding is often the first impression your client has of your firm. With InfoTrack’s fully integrated solution, you can deliver a seamless experience that enhances productivity, strengthens compliance, and reduces risk all from one central location.
All onboarding essentials are conveniently ordered together and delivered to your client in one secure package via their personalised Client Portal. Once completed, it’s returned to you as a single, consolidated package – ready to review, act on, and store as evidence of compliance.
Each order is built on InfoTrackID, our secure digital Verification of Identity (VOI) solution, which forms the foundation of your client onboarding process.
From there, you can customise your package by selecting the tools your firm needs — all included in the fixed price.
Together, these tools support AML/CTF compliance and help you collect the right information to start every matter with confidence.
See how your firm can benefit from innovative solutions
Secure gateway for onboarding
Multi-factor authentication ensures your clients’ data is always protected.
Streamlined experience for clients
Faster matter kick-off
With everything returned as a single package, you’re ready to start the matter sooner.
Custom branded experience
Upload your firm’s logo so it appears within the user interface, reinforcing brand identity.
