Mako Fintech

Mako Fintech specializes in automating processes tailored to the wealth management industry, improving client experiences while ensuring compliance. Our solutions include digital onboarding, client engagement automation, and customizable workflows that streamline complex document handling and onboarding procedures. Designed for portfolio managers, fund managers, investment dealers, and financial institutions, Mako's technology addresses common industry challenges such as inefficient manual processes and ensures rapid implementation, secure data handling, and significant time savings in administrative tasks.

Key Features:

• Digital Onboarding: Automate Know Your Client (KYC) compliance, streamline subscription agreements, and enhance onboarding efficiency.
  
• Client Engagement Automation: Utilize Admin, Advisor, and Investor Portals for improved communication and operational efficiency.
  
• Real-Time KYC Automation: Enable bulk data uploads, electronic identity verification, and real-time compliance checks.
  
• Security Compliance: Our platform ensures institutional-grade security with digital audit trails, user authentication, and data encryption.
  
• Integrated Solutions: Seamlessly integrate with existing systems to facilitate smooth data flow and management.
  
• Customizable Workflows: Tailor our automated workflows to fit your unique operational needs and requirements.
  
  

Mako Fintech is committed to reducing paperwork and administrative burdens while enhancing client interaction, resulting in a superior client experience. Our platform not only improves operational efficiency but also fosters stronger client relationships and higher satisfaction rates. Experience the benefits of Mako Fintech and transform your wealth management processes today.