Investor Onboarding Product Updates and Changes

SEBI Regulations COMPLIANT Signzy Solution 

• Email and mobile OTP verification have been added in our Onboarding flow. 

• As per SEBI guidelines eSigned end user contracts will be pushed 

to KRAs along with backward compatibility for customers

 We deliver features you have been asking for

1. Customers can now use their own ‘domain’ when interacting with end users, instead of Signzy. Simply by sharing their SMTP credentials. 
2. Make our platform look like yours. Use our enhanced color and branding customizations.
3. You have more choices for KRA providers. Now we support CAMS, KARVY and  CVL KRA. Allowing you to switch from one to another seamlessly. 
4. Customers can enable Automated SMS and Email notifications to Investors containing the link and credentials to securely start their KYC journey.
5. Digital KYC in regional Languages? You heard us right!
6.  Now you can use our Linguistic feature for Onboarding journeys on Web and Mobile and build a personalized experience for your users by choosing the language of your choice among English, Hindi, Marathi, Kannada and Bengali.

Investor Onboarding Backops Dashboard Updates:

1. Customers can view the Investor Creation Information like name, username, mobile, email and merchant Id on Backops.

2. Whether the contact no. and email id linked with Offline Aadhaar matches with the merchant’s email and contact no. submitted during creation can now be verified on Backops ensuring the Aadhar card is up to date.

3. In order to verify the bank account through Penny Transfer functionality Beneficiary Name fetched from upstream is displayed on the backops admin portal now.

Higher acceptance of our applications by KRAs:

1. File compression of images and pdf to cater the file size limit at KARVY hence increasing the KRA acceptance rate.

2. Field Changes compatibility as per CVL API Specifications.

Minor Updates and Enhancements

1. Don’t remember the Password or worried if the password is compromised? With the forgot password and reset password feature on the IT Admin/Backops Admin/Backops User/Distributor’s Backops portal the password can be updated without any hassle. 

2. In offline Aadhar, the error message to be displayed to Investors exceeding the validity period can be customized in Backops.
3. Customers can now opt for Automated Merchant Submission as soon as the users finishes the final stage of KYC journey to reduce the dropout percentage. 
4. Whether backops admin should be allowed to move an application to pending is now configurable. 
5. Clients can now fetch details and check the status from SEBI REGISTERED AGENCIES by using PAN.
6. MIS Reports on Distributor Dashboard are now downloadable.