Every new client or employee triggers a cascade of manual tasks that are easy to forget and slow to coordinate. We orchestrate the entire arrival journey on your own infrastructure, from the first document to the final follow-up.
A journey scattered across emails, files and spreadsheets, where steps slip through the cracks.
Documents (signed contract, ID, KYC/HR data) requested by hand, with tedious follow-ups.
Accounts, folders and accesses configured manually: slow and a source of inconsistencies.
The journey starts the moment the deal is signed or validated (new client, new employee).
Automatic dispatch of forms and secure collection of the required documents, with targeted follow-ups.
Creation of accounts, folders and accesses in your tools (CRM, HR, file sharing) via integrations.
A scheduled sequence (welcome emails, milestones, checkpoints), personalized.
Real-time tracking dashboard and human validation at key steps (compliance, contract, sensitive accesses).
For a Geneva-based fiduciary of about a dozen people onboarding ~10-15 new mandates per month, this type of automation generally makes it possible to cut onboarding time by 50 to 70%, to recover ≈ 6-10 h per week on coordination, and to make document collection reliable (no more incomplete files).
Representative example, indicative only, to be calibrated to your processes. No results are guaranteed.
Arrival documents and data stored on your Swiss-hosted infrastructure, never with us.
For HR and client data, which is particularly sensitive. You control everything.
The journey, accesses and document templates belong to you. Complete autonomy.
Typically 3 to 5 weeks after the diagnostic, the time needed to map your journey and connect your tools.
Diagnostic at CHF 490 (credited). Build typically between CHF 2'000 and 8,000. Starter Pack at CHF 3'900. "AutoPilot" managed support from CHF 690/month.
Yes: everything resides on your Swiss-hosted infrastructure, nLPD-compliant. You control what is collected and retained.
Completely. Workflows, templates and accesses belong to you. Managed support remains optional.
Credited toward your project if you continue.