Company Compliance Officers often struggle to obtain information from end clients. With the PCV Digital Assistant you can incorporate onboarding of clients as part of a natural business flow. This makes life easier for your sales team and for your compliance team leaving you to focus on your business.

Once our technical team sets up your personalised area on the PCVdigital platform, you are in control. You just need your client’s email address, then you can send a personalized invitation to them to click through and upload their information in a secure account.  The data is not shared beyond your client and you.

Our advanced search and validation tools scan the clients information across multiple data sources, scanning to validate the client’s ID and other information, to give you the information you need to approve them. If a further review is suggested by the Digital Assistant, you can ask the client for more information.  All this is logged in the platform, giving you complete control of your compliance process, and the evidence base you need to meet the regulatory requirement.