Onboarding
Simple For Clients,
Powerful For Teams
Reduce friction, accelerate client activation, and create exceptional first impressions with intelligent automation designed for modern financial institutions.
One Platform. End To End.
U-Reg connects your entire onboarding process — from initial outreach contact to annual recertification — in one seamless workflow. Teams are synchronized, documents centralized, and progress transparent.
Regulator-Ready Reports
Less duplication, faster submissions, consistent information.
Collaborative by Design
Cross-functional teams can work together in one connected workspace
Full Audit Oversight
Track every report from initiation to regulator delivery and beyond.
Deliver An Exceptional Client Experience. Drive Team Efficiency.
71%
Faster Client Onboarding
Time saved across onboarding and regulatory workflows.
98%
Greater Reliability
Reduction in errors linked to manual processes
92%
Stronger Client Relationships
Better experience for your clients and your teams
Streamline Every Step with
Information flows from documents to client profiles. Assessments run in the background. Recertification get automatically scheduled. Your clients never re-input information again – smart forms remember everything.
Smarter Client Experience
Deliver a clear, professional onboarding experience. Clients track their progress in real time, complete requests easily, and get activated faster — creating a great first impression.
Clear Oversight
All your clients on one platform. Manage workflows from start to finish throughout your clients’ lifecycle. Integrate with existing systems, so every team stays in sync.
Integrated Suite For Seamless Onboarding
Ensure Excellence
Transform manual processes into intelligent workflows.
Modern Experience
Modern ExperienceAutomated workflows ensure consistency and efficiency throughout your process.
Form Builder
Form BuilderSmart forms that pre-fill information, saving time for you and your clients.
Seamless Interactions
From first contact to final approval with full oversight.
Smart Profiles
Smart ProfilesInformation flows from one process to another - eliminating duplicate entry.
Client Portal
Client PortalLeverage a modern, user-friendly interface to connect with your clients in real-time.
Trusted Foundation
Build lasting relationships with security and compliance
Secure Document Hub
Secure Document HubProtect sensitive documents and data with a financial-grade management system.
Compliance Excellence
Compliance ExcellenceStay ahead of AML requirements with integrated screening and monitoring.
Ready To Transform
Your Onboarding?
Experience onboarding that works the way you do.
Industry Pilot
One Platform.
Start To Finish.
U-Reg successfully completed an Industry Pilot in November 2023 as part of the Monetary Authority of Singapore (MAS) Digital Acceleration Grant program. This collaborative effort, focused on “Onboarding Automation,” brought together five regulated financial institutions to enhance the U-Reg platform.
Built for Diverse Financial Services
Asset Management
Wealth Management
Private Equity
Payments
“U-Reg’s intuitive interface and centralized approach assisted us to streamline the onboarding process, reduces manual compliance to better manage onboarding data collection, track deadlines and organize documents. The platform is customizable and flexible, enabling us to scale operations.”
Eileen Lang
Compliance Head, Clifford Capital
“U-Reg’s automation for KYC processes has transformed our onboarding process. What was once labor-intensive is now streamlined with faster processing and fewer errors. We maintain strong compliance while delivering a much smoother experience for our clients.“
XPate Carrie Choy
Executive Director Singapore, Novum Financial Technologies
“The U-Reg platform has transformed how we handle investor documentation and due diligence. Previously, our team was processing investor subscriptions manually, which was time consuming. The new automated system has reduced our investor onboarding timeline and improved our productivity.”
Peter Damian Tan Chee Cheng
Chief Financial Officer, Ternary Fund Management
“The Onboarding Automation Industry Pilot has been implemented across our organization. We have experienced a reduction in manual tasks and a streamlined workflow, resulting in quicker and more accurate onboarding for our clients. The automation capabilities have significantly improved the overall user experience.”
Andras Torok
Chief Operating Officer, Paladigm Capital
Discover Related Solutions
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Due Diligence
Streamline information exchange, assessments, and investigations with smart automation that reduces manual work.
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Regulatory Reporting
Meet global reporting requirements with intelligent mapping that eliminates duplicate work across jurisdictions.
Ecosystem
Professional Services
Transform client collaboration with secure, transparent workflows that keep everyone aligned and informed.
Ecosystem
Shared Services
Enable seamless network collaboration with secure resource sharing that drives superior regulatory outcomes.
Supercharge Your Process
Discover how successful institutions reduce friction and accelerate growth with U-Reg. Book a demo to find the right solution for your business.