Investor onboarding is often slow and inefficient due to back-and-forth communication, manual compliance checks, and outdated spreadsheets. The problem? The longer the onboarding process, the higher the risk of investor drop-offs and human error.

That's why this guide has been created to provide you with the following:

• Key regulations that affect investor onboarding for broker-dealers across Europe
• Country-specific rules and regulations, covering Denmark, Sweden, Norway, the Netherlands, Germany, and the United Kingdom
• Differences between onboarding individuals vs. entity investors
• How to optimize your process for automated onboarding
• Best practices for increasing investor onboarding, whilst enhancing KYC/AML compliance
• How to use spektr to help with all of the above

Ultimately, the key to faster investor onboarding is automation. Download this report to discover actionable strategies to reduce onboarding time, improve compliance, and enhance investor experience.

Interested in seeing how you can increase investor onboarding using spektr? Start a free trial today and test it out for yourself.