Papertrail

Increase efficiency in the client on boarding process.

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.