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LAB AT A GLANCE
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Transform your Customer Acquisition and Onboarding process with
LAB Group

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Video
LAB AT A GLANCE
Front
Transform your Customer Acquisition and Onboarding process with
LAB Group
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Some of our Customers

Registry

Transfer Agency

Trustee Services

OTC Derivatives

Stockbroking

Managed Funds

Retail Share Trading

Transfer Agency

Fixed Income

Property Funds

Debt Funds

Superannuation and Insurance

Get Started

After visiting your website, customer’s apply for your financial products or services via your branded version of LABform.
Your Staff utilise LAB’s Application Manager to manage applications on a customers behalf.
Provide a seamless customer experience and optimise your business efficiencies.

1. Optimised and compliant digital AML/KYC workflows

LABform is an intuitive and customer friendly customer onboarding platform that empowers you to digitise your unique AML/KYC program. Widen your target customer base with confidence through a digitised onboarding and individual or entity verification process.

2. Provide your paper forms or select from our optimised workflows

LABform can be an optimised digital reflection of your paper forms guiding customers through a journey that provides information relevant to their application type only. Or select from our optimised workflows, designed from the learnings from over a million applications.

3. You are now a paperless business

LABform identifies individuals, companies and self managed super funds and will eliminate the need to collect identification paperwork creating more flexibility and less friction whilst simplifying your compliance needs.

1. Optimised and compliant digital AML/KYC workflows

LABform is an intuitive and customer friendly customer onboarding platform that empowers you to digitise your unique AML/KYC program. Widen your target customer base with confidence through a digitised onboarding and individual or entity verification process.

2. Provide your paper forms or select from our optimised workflows

LABform can be an optimised digital reflection of your paper forms guiding customers through a journey that provides information relevant to their application type only. Or select from our optimised workflows, designed from the learnings from over a million applications.

3. You are now a paperless business

LABform identifies individuals, companies and self managed super funds and will eliminate the need to collect identification paperwork creating more flexibility and less friction whilst simplifying your compliance needs.

Online Applications with LABform

User friendly. Streamlined approach. Fast approval.

LABform makes even the most complex application processes completely digital and supports all nine entity types recognised under the Anti Money Laundering/Counter-Terrorism Financing legislation. Our user friendly, multi-lingual forms support all application types including complex applications for self-managed super funds and provide an innovative digital signature process to further streamline the acquisition process.

Financial Planner 1
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Investco1
Financial Planner 2
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Investco2
Financial Planner 3
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Cloud Based Application Manager

Advanced onboarding. CRM integrated. Functional.

Not only does LABform assist with acquiring new business and performing identity verification, LAB’s Application Manager assists with managing your customers and administering applications. Additionally, you will be able to follow up leads with automated email reminder functionality, manage work flows and monitor the progress of applications from beginning to end. Reduce time spent in chasing identification documents and accelerate the customer onboarding process.

Solutions

Onboarding

LABform and Application Manager are fully integrated onboarding solutions. Increase your application completion rate by more than 65% and quantifiably improve your Return on Advertising Spend by providing a simplified online application process.

Identity

Our identity verification checks are automatic, complete within seconds and if successful eliminate the need for certified identification documents. Expect to see a dramatic fall in application rejection rates of up to 50% with LABform integration.

Integration

LAB Group has established API connectivity to a number of industry systems which means you get the cost efficiencies by leveraging the connectivity and experience that we’ve accumulated. Reduce onboarding timeframes from weeks to minutes.

End to End Customer Acquisition and Onboarding

With both an open architecture and attitude to integrations, LAB Group connects common industry systems in the Stockbroking, Wealth Management and
Funds Management industries. LABform powers financial service ecosystems to automate the end to end onboarding process enabling your customer record to be created, verified and fully operational, fast and efficiently.

End to End Customer Acquisition and Onboarding

With both an open architecture and attitude to integrations, LAB Group connects common industry systems in the Stockbroking, Wealth Management and
Funds Management industries. LABform powers financial service ecosystems to automate the end to end onboarding process enabling your customer record to be created, verified and fully operational, fast and efficiently.

Working with LAB Group

With over a million online applications processed, LABform has been successfully used across a number of areas of financial services including Banking, Stockbrokers, Superannuation and Pension Funds, Wealth Asset Management, Financial Advisers, Business and Property Lenders and Margin Foreign Exchange services and we have developed technology to simplify complex KYC processes and reduce fraud, legal and compliance risk.

1. Speak to Our Team

Enquire with our team to learn how our technology expands operational effectiveness, minimising administration costs and increasing application completion rates.

2. Product Demonstration

View a product demonstration showing how LAB Group can deliver a digital, connected experience for your customers and bring your digital acquisition process to life.

3. Customisable Branding

Configure our customisable features that include font and branding styles to integrate with your digital assets creating a seamless customer journey from your website to application completion and onboarding.

4. Community Access

Access the LAB Community for self service, thought leadership and other resources.

5. Technology Support

Our Help Desk provides technology support for ongoing improvement.

6. Compliance Monitoring

As a unified SaaS platform, our technology is continuously updated to remain compliant and relevant with industry trends and customer engagement methods.

7. Product Updates

Get access to updates, new features and continuous improvement with monitoring of advanced analytics and data analysis.

We can help, get in touch

“We have been working with LAB Group for years and they
helped to revolutionise our account opening process.”