Make it enjoyable

Explain the importance and manage expectation. Users of the Know Your Customer solution get notified of any changes, and are visually informed about progress.

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Personalisation possibilities for the investment manager

Every investment manager has the possibility to adjust the function and ‘look & feel’ of the SCOPE KYC Cloud solution. These options include:

1Adding a custom logo to the screens.
3Coupling clients to their advisers.
5Adding new settings/business rules to the SCOPE KYC decision engine, or altering existing ones.
2Granting clients access to the SCOPE KYC Cloud solution.
4Allowing clients to use the SCOPE KYC Cloud solution to enter or edit their own data, as a self-service product or central registration of the KYC-information by employees of the investment manager.

Furthermore the investment manager has the option of adding custom settings to the program. These options include:

1Usage and composition of the risk reduction plan for both the investment and yield periods.
3Adding inflation, market volatility and management costs. Either in percentages or set prices.
2Used profile, name and horizon.
4Expected yield per year.