Industry solution

Client Onboarding

Increase onboarding efficiency with PaperTrail's form creation tool. Capture and validate new client information and route it through workflow instantly.

Schedule a Demo How it works

The PaperTrail solution

Increase efficiency in the client on boarding process.

The problem. New clients fill in forms that come back incomplete or wrong, and their details are retyped into several systems. Onboarding drags, and every retyped field is a chance for an error.

Using our unique form creation tool, PaperTrail manages the Capturing and On Boarding of new clients.
Our smart solution validates input and improves efficiency in the capturing of new clientele. Each client record is searchable, unique and auditable.
Data obtained by the capture process is easily passed onto back end systems securely.
Changing client information has never been easier with our API Integration.
The process ensures that all key information is inputted where needed and sent to the relevant departments for authorisation.

What changes

01 Forms that check themselves. The form creation tool validates input as clients complete it.
02 Captured once, used everywhere. Client data passes securely to your back-end systems, and API integration keeps changes in sync.
03 Straight to authorisation. Each new client record goes to the right departments for approval and stays searchable and auditable.

Built for KYC and onboarding managers

The difference it makes, in numbers.

“Clients give up when onboarding takes weeks.”

70%of financial institutions lost clients to slow onboarding last yearIndustry benchmark
Hoursto onboard a client, not weeksTypical result
0retyped fields: captured once and sent to every systemTypical result
90%fewer incomplete forms, thanks to built-in validationTypical result

The maths

Onboarding 500 clients a month and saving 40 minutes of capturing and checking on each frees 4,000 hours a year, and every day saved is a day sooner you earn from the client.

Work out your numbers

Industry benchmark: Fenergo global onboarding survey, 2025. Typical results are what PaperTrail aims for in a well-run rollout; yours depend on your volumes and processes. Rand figures are illustrative.

Scout AI for Client Onboarding

Ask, check and act with AI.

Scout checks every onboarding pack for the documents your FICA process requires.

Scout Search never shares your documents. AI reads documents only for the processes where you choose to share them, with the model you choose, including a local LLM.

Meet Scout

Onboarding files missing proof of address

Scout Search · no documents shared with an AI model

Platform capabilities

Built on the PaperTrail platform.

Form Creation Tool For Capturing and On Boarding of Clients

FAQ

Frequently asked questions about client onboarding automation

Straight answers to what KYC and onboarding managers ask us most. Can’t see your question?

Ask our team

How does PaperTrail speed up client onboarding?

The form creation tool validates input as clients complete it, so applications arrive complete. The data then flows to your systems and to the right departments for approval.