Onboard clients compliantly, manage relationships governed, and grow your book with AI-powered outreach — all in one platform built for regulated financial services.
ID verification, PEP checks, and source of funds collected by email. No audit trail. Regulators arrive and the evidence is in someone's inbox.
Client risk profiles never updated after initial onboarding. Annual reviews done ad-hoc, if at all. Sanctions hits on existing clients go unnoticed for weeks.
Contact details in one CRM, compliance documents in email, billing in another system. No one has the full picture.
Commission statements and fee invoices built manually. Multi-currency clients invoiced incorrectly. Late payments not tracked systematically.
New client acquisition happens through referrals and cold calls. No systematic, scalable outreach that's also compliance-aware.
Finanstilsynet and other financial regulators are increasing inspection intensity. Firms without automated AML trails are exposed.
Before any outreach, Revenue Engine pre-screens prospects for sanctions, PEP status, and AML risk. You only engage with compliant prospects.
New clients go through a structured KYC workflow: ID verification, source of funds, UBO declaration, risk score. All documents collected and stored in Vault.
Send engagement agreements and mandates via Vault for e-signature. Clients sign on any device. Signed documents archived automatically with access log.
Pull client data from CRM to build advisory fee invoices. Multi-currency, correct tax regime, automated reminders for late payments. No manual re-entry.
Existing clients continuously re-screened against updated sanctions lists. Annual review workflows triggered automatically. Risk changes flagged immediately.
Revenue Engine identifies new prospects matching your ICP, pre-screens them for AML, and qualifies them via AI Voice SDR — booking meetings into your calendar around the clock.
Full KYC, sanctions screening, PEP checks, ongoing monitoring, and Finanstilsynet-ready audit exports.
360° client profiles with inline AML status, deal pipeline, communication history, and performance tracking.
Encrypted document storage, e-signature for mandates and agreements, and client document portal.
Advisory fee invoicing in NOK, EUR, USD, and more. Norway VAT pre-configured. Automated reminders.
AI-powered client acquisition with ICP scoring, pre-screened lead gen, and AI Voice SDR outreach.
Book a demo tailored to financial brokers. We'll walk through a full client onboarding — from AML screening to signed mandate — in 30 minutes.
No credit card required · Live in 2 days · Finanstilsynet-aligned