Link. is a proudly developed digital portal owned by Heinbro. It delivers a fully digital end-to-end client journey from initial onboarding to ongoing lifecycle events, that is fast, efficient and compliant to interface with their clients and accelerate the client onboarding and ongoing review process.
From straightforward processes like opening an account for individuals or small and medium enterprises, to more sophisticated situations like onboarding trusts and complex structures, financial services institutions have to adapt quickly to clients’ fast-evolving needs, and higher demand for a cross-channel experience.
Link. offers fast, scalable, secure digital portals for licensed entities to interface with their clients and accelerate the client onboarding and ongoing review process. Its main goal is to enable financial institutions to deliver a seamless, digital experience for their customers, all while keeping them protected from regulatory change. It gives complete visibility over the process to ensure an expeditious onboarding and/or review process.
Our technology is driven by 3 key pillars: digital efficiency, frictionless compliance, and most importantly, exceptional client journeys. Link. dynamically manages any client type, any product type and any customer journey through all segments, channels and devices to deliver the coveted frictionless experience for financial institutions and their clients.
Efficiently manage client onboarding, AML, KYC, regulatory requirements in once place. Automate ongoing obligations and reduce regulatory risk. Satisfy customers with self-build online forms and biometric data capture for remote onboarding.
Go beyond carrying out KYC background checks. Link. offers full client lifecycle management that marries the end client experience with internal policies and risk management through automated risk scoring.
More transparent pricing enables better controls over onboarding costs. Onboarding clients faster means revenue faster and reduced back office costs.
With 100% focus on financial services, Link. delivers technologies that can transform how financial institutions across the full spectrum of financial services can manage and serve their customers throughout the customer lifecycle. It encompasses the out-of-the-box integrations, automated data and document, and capability of eSignature.
Link. enables financial institutions to provide a quick and efficient onboarding process for new and existing clients. We manage all sub-processes and workflows that bring the client from initial account opening through every stage of the lifecycle. It includes the seamless integration, digital self-service client channels, and straight through processing.
We assist financial institutions deliver a first-class, low touch, high-tech client experience. Clients can interact through any channel, on any device, creating the perfect blend of technology and human interaction, delivering 30% efficiency gains through reduced manual processes. The digital self-service client channel onboarding could reduces client outreach and ensure the account opening is paperless.
Varying levels and depth of compliance for Financial and Professional Services Providers, built on institutional grade technology. Deploy a client-centric digital experience with the minimum level of intrusion, defined by your regulatory objectives.
By guided through the configuration and deployment of the platform by our experienced Implementation team. Requirements analysis, scope analysis, customisation, systems integrations, user policies, user training and delivery are implemented through agile implementation cycles. This approach enables a quick to market set-up and so you can achieve the desired results and real change, faster.
With interactive help and support, staffed by a fully trained Customer Success team, you can have confidence that we will be there to help guide your team through your digital transformation journey.
Empowers you to deliver a fully digital, best-in-class customer experience and effectively manage your client onboarding processes in one place.