eCOS from InfoTrack brings together all your onboarding tasks in a single, simple platform, making the whole process swifter, clicker and more intuitive for your team and your clients.
eCOS provides all of the following for a simple, transparent flat fee:
✔️ Digital ID checks,
✔️ Source of Funds and wealth checks
✔️ AML with 12 months' monitoring of PEPs, Sanctions and Adverse Media
✔️ Client Care Letters
✔️ Digital TA Forms
✔️ Unlimited Digital Signatures
✔️ A consumer-facing mobile app that's branded for your firm
✔️ Integration with your CMS
We’ve also created two great value flat fees for Conveyancing and Private Client that means you always know exactly how much you’re paying to onboard each party.
Plus, with our unique Payment on Use Promise, you'll never again have to pay for onboarding until your client uses it. Maybe Christmas has come early?
